Salesforce Financial Services Cloud Accredited Professional - AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?

A) The import will fail, since all records in Salesforce must have an owner.
B) The import will succeed, and the Account Owner field will be left blank.
C) The import will succeed, and the administrator will be prompted to select a user.
D) The import will succeed, and the administrator will be named as the default Account Owner.

2. A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

A) Special event types
B) Unique event types
C) Single event types
D) Once-in-a-Lifetime event types

3. A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

A) When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
B) When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
C) When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
D) When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

4. Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

A) Action Plans
B) Financial Services Cloud Standard
C) Mortgage
D) Lightning Scheduler Resource
E) FSC Insurance

5. To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?

A) Custom objects to track Financial Accounts and Household
B) Field sets that configure how fields display in the client and household profiles
C) The Commercial Banking dashboard
D) Predefined list views of clients and households

Solutions: