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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Role
B) Specific User
C) Account Team
D) Queues
E) Action Plan Creator

2. The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

A) Search Layout
B) Page Layout
C) Lightning Record Pages
D) Compact Layout
E) Field Sets

3. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

A) Create an independent Task not related to original Action Plan
B) Use the 'task creator' tool to create a new task and associate with the existing Action Plan
C) Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
D) Usethe Action Plan item feature to add an additional task to a published Action Plan.

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

5. Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A) Household Financial Accounts
B) Financial Holdings
C) Client Financial Goals
D) Cases
E) Notes and Attachments

Solutions: