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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

A. Lightning Experience for Financial Services Cloud
B. Discovery Framework
C. Einstein Relationship Insights
D. Custom Domain

Question 2

Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

A. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
B. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
C. To share a Person Account record the admin will need to create sharing rules Account and Contact objects
D. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.
E. Person Accounts can be merged with Business Accounts in Financial Services Cloud

Question 3

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A. Create a custom picklist on the Financial Account object totrack the Typ
B. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
C. Configure Financial Account record types to match the required categories.
D. Configure the Financial Account List components for each required category.
E. Add the Financial Account List component to the Account Lightning record page.

Question 4

What actions can a Wealth Advisor take from the Life Events card7

A. Create Lead & Referral
B. Create Case
C. Request Record Approval
D. Open an Account
E. Create Opportunity

Question 5

Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A. Skip Non-Work Days for Deadlines
B. Sync with Company Calendar
C. Skip Non-Work Days For Tasks
D. Skip Non-Work Days for Action Plans

Solutions: