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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A. Skip Non-Work Days For Tasks
B. Sync with Company Calendar
C. Skip Non-Work Days for Deadlines
D. Skip Non-Work Days for Action Plans

Question 2

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

A. Utilize Financial Services Clouc flag Templates to flag missing items.
B. Utilize Chatter notifications for reminders.
C. Create an after-save trigger to generate reminder tasks.
D. Utilize Action Plan and Action INan Template.

Question 3

Which three record type options should an advisor configure for a Lead object configuration?

A. Adjustments
B. Retirement Planning
C. General
D. Referral
E. Opportunity

Question 4

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A. RBL rules do not require a lot of processing power.
B. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
C. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
D. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
E. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

Question 5

A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A. Create a record type on the Contact object.
B. Configure Individual Record Type Mapper" custom metadata.
C. Create custom fields on the Person Account object.
D. Enable "Use Person Account" custom setting.

Solutions: