Salesforce AP-208 : Financial Services Cloud Accredited Professional

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)

A. Remove Person Account record types from the Individual Record Type Mapper.
B. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
C. Assign the Individual record type to the user profiles.
D. Assign the Person Account record type to the user profiles.
E. Disable the Person Account custom setting.

Question 2

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

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

Question 3

The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?

A. 1. Financial accounts2. Accounts and contacts3, Account groups
B. 1. Accounts and contacts2. Financial accounts3. Account groups and households
C. 1. Households2.Financial accounts3. Person accounts
D. 1. Accounts and contacts2. Households3. Financial accounts

Question 4

Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?

A. A Mortgage Application' custom object to hold thecollected client data
B. Flow Builder to automate these business processes
C. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
D. Data Import Wizard to upload the data collected in spreadsheets

Question 5

Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

A. Actionable Relationship Center (ARC), an advanced visualization engine
B. Financial Services Cloud Einstein
C. Data Filtering and Sorting in Tableau Desktop
D. Data Visualization with Marketing Cloud Intelligence

Solutions: