Salesforce Financial Services Cloud Accredited Professional - AP-208 certification

PDF version, Soft version, APP version

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

A. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
B. ARC displays up to 5 related lists that have a configured compact layout.
C. The Association Type picklist controls the account-account relationship that display in the ARC.
D. ARC is certified to work with Person Accounts and Individual Accounts.
E. To enable users to see the ARC, you will need to add the component for ARC to the page layout.

Question 2

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Round Robin Referral Routing
B. Referral Conversion
C. Accepting a Referral
D. Assigning a Referral
E. Referral Automated Approvals

Question 3

A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A. Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
B. Ensure custom metadata is configured and each custom metadata record details where the data will be sent
C. Create a junction object between the external system and the new customer object where the data will reside
D. Use a CSV file with the data created and use Data Loader to map to the correct field

Question 4

A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A. Salesforce is yet to roll out Chatter for the Action Plan object.
B. Admin users have to be assigned the Action Plans permission set.
C. Chatter has to be enabled for Action Plans via Chatter settings in setup.
D. Feedtracking has to be enabled for the Action Plan object.

Question 5

Which step is required to give a group of users access to a Financial Deal?

A. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
B. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
C. Update Industries Settings to give users access to the Financial Dew object.
D. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

Solutions: