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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals
B. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
C. Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions
D. Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions

Question 2

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Referral Automated Approvals
B. Referral Conversion
C. Assigning a Referral
D. Round Robin Referral Routing
E. Accepting a Referral

Question 3

A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
B. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
C. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
D. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

Question 4

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A. Request a 30-day Financial Services Cloud trial org
B. Purchase one license of Financial Services Cloud and install it in a production org.
C. Request a Salesforce developer org.
D. Spin up a Salesforce sandbox org.

Question 5

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

A. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
B. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
C. Client-level records are aggregated by setting up client-level rollups to all primary group members.
D. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.

Solutions: