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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

A. Identity Document
B. Identification Document
C. Received Document
D. Document Checklist Item

Question 2

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

Question 3

Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

A. Use Global Action To create Referrals.
B. Write a trigger to create Referrals from a 'Create Referral* button.
C. Use the Case process and create Cases with Case Type 'Referrar'.
D. Use

Question 4

A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

A. Enable and implement the iate Regulation checkbox on the client record to track their request.
B. Integrate the Consent object with their Consent Platform to track it in Salesforce.
C. Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
D. Implement Consent Management for Financial Services Cloud.

Question 5

A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

A. Object: Financial Account Role; Field: Role
B. Object: Financial Account; Field: Joint Owner
C. Object: Financial Account; Field: Primary Owner
D. Object: Account-Account Relationship; Field: Related Role

Solutions: