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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?

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

2. Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A) Link multiple owners to the business entity as a Group
B) Capture the majority owner as parent account using Account hierarchy
C) Add the Business record type to the Group record type mapper
D) Enable Relationship Group Hierarchy in Custom Metadata
E) LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner

3. 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) Create and assign the Cuslhm Field Set permission set to all users.
C) Assign the Custom Field Set To a Lightning component.
D) Create a new type of person account so trust group details roll down to the beneficiaries level.
E) Assign the Custom Field Set to the Financial Summary component.

4. Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A) Financial Service Cloud Basic
B) Financial Services Cloud Standard
C) Financial Service Cloud Extension
D) Client Segmentation

5. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A) Accounts & Businesses
B) Accounts & Members
C) Accounts & Groups
D) Accounts & Peers

Solutions: