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. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
B) Enable and configure person accounts in FSC, and assign users with permission set licenses.
C) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
D) Beyond the preconfigured settings, evaluate whether they need advanced customizations.
E) Review the out-of-the-box capabilities and compare them to the company's current needs.

2. Which two statements are true about Group Membership in Financial Services Cloud?

A) With Group Membership settings you can define if a Group is the member's primaryGroup.
B) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
C) Group Membership is modeled using the Account-Group Relationship object.
D) Group Membership defines the role of the member within the Group.

3. Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A) Data Consumption Framework
B) OmniStudio DataRaptors
C) OmniStudio Integration Procedures
D) Industry Integration Solutions with the MuleSoft Anypoint Platform
E) Data Processing Engine

4. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

A) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
B) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
C) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
D) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.

5. A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A) Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
B) Assign the Custom Field Set To a Lightning component.
C) Create a new type of person account so trust group details roll down to the beneficiaries level.
D) Create and assign the Cuslhm Field Set permission set to all users.
E) Assign the Custom Field Set to the Financial Summary component.

Solutions: