Salesforce Financial Services Cloud Accredited Professional - AP-208 Exam Practice Test

A. Process Builder B. Omni Studio C. Discovery Framework D. Screen Flows

A. Group B. Member C. Trust D. Peer E. Family

A. Revenue B. Financial Goal C. Inheritance D. Billing E. Financial Holding

A. Ensure that the member is the Primary Member in that Household B. EnsureRollUpByLookup Configuration is Active C. Ensure the Primary Group flag in the Account record is checked. D. Ensure the reported Household is the Primary Group for the member E. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.

A. Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul. B. Use the Data Consumption Framework to connect to the bank'smiddleware. C. Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul. D. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.

A. Run a nightly process to create tasks and assign them to account owners for follow-ups B. Use Lightning Scheduler to periodically schedule tasks for account owners. C. Train account owners to create required tasks periodically and setdue dates for tracking. D. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.

A. When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels. B. Rollups for multiple joint owners are not supported C. RBL calculations can notbe disabled when importing data into your Salesforce org. D. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities. E. An RBL rule displays summary calculations of financial account information, such as account balances.

A. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account. B. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances. C. Enable the 'Enable Rollup Summary' in custom settings D. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners. E. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.

A. Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report. B. Set the default currency for head office and have the regions download their reports to Excel and convert them manually. C. Use a third party from AppExchange add-on to implement currency conversions. D. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.

A. Opportunity Participant B. Participant Role C. Interaction Participant D. Financial DealParticipant E. Interaction Summary Participant

A. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English. B. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese. C. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese. D. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.