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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Which three referral metrics aretracked with custom components included in Financial Services Cloud?

A. My Top Referrers
B. My Approved Referrals
C. Referrals Assigned to me
D. Web to Lead Referrals
E. Expressed interests

Question 2

Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
B. Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions
C. Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
D. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals

Question 3

Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

A. Each object sharing should be set up, explicitly sharing each user's record with the manager.
B. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
C. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
D. Only Custom Profiles should be configured and assigned to all users to use FSC components and field- level security. The ^ administrator should configure custom profiles and assign them to all users
E. Custom permission sets and out-of-the-boxFSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.

Question 4

A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
B. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
C. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
D. Record alert categories are not required when creating a record alert, but they help keep alerts organized.

Question 5

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 "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
D. 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.

Solutions: