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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A. Queues
B. Role
C. Account Team
D. Specific User
E. Action Plan Creator

Question 2

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

A. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
B. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
C. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
D. Client-level records are aggregated by setting up client-level rollups to all primary group members.

Question 3

Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A. Client Financial Goals
B. Cases
C. Financial Holdings
D. Household Financial Accounts
E. Notes and Attachments

Question 4

Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A. Configure Dynamic Lightning pages.
B. Use flows to remove the neea for complex Lightning pages.
C. Enable In-App Guidance to provide walk-throughs.
D. Configure Dynamic Actions for Lightning pages.
E. Build custom Lightning pages that correspond to each stage of the business process.

Question 5

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
D. Use the Case process and create Cases with Case Type 'Referrar'.

Solutions: