Salesforce AP-208 : Financial Services Cloud Accredited Professional

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

A. Interaction Summaries
B. Profiles
C. Sharing Rules
D. Financial DealManagement
E. Complianthata Sharing

Question 2

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

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

Question 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 an account status is changed to "CustomlrfVTcreate 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 a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

Question 4

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

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

Question 5

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
B. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
C. Role Hierarchy-based sharing is disabled bydefault in CDS.
D. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?
E. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

Solutions: