Salesforce Financial Services Cloud Accredited Professional : AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A) If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
B) If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
C) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
D) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.

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

3. How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A) Reference the FlexCard in the Display properties of the custom ARC relationship graph.
B) Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
C) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
D) Select Use FlexCard from the node Display tab to show the node in a FlexCar

4. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Creating a client record via Salesforce Inbox is not supported.
B) Person Accounts cannot be disabled once they were enabled
C) AppExchange packages will not work if Person Accounts are enabled
D) Person Accounts can be enabled and disabled only by contacting Salesforce Support

5. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A) Participant Role
B) Financial DealParticipant
C) Interaction Summary Participant
D) Opportunity Participant
E) Interaction Participant

Solutions: