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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A. The user does not have "Mortgage User" checked in their user record.
B. The Residential Loan Application flow was not enabled in the setup.
C. The administrator did not enable "Allow Mortgage Access" in Setup.
D. The administrator did not assign the Mortgage permission set to the user.

Question 2

Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?

A. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
B. Use Process Builder to create a workflow to summarize data at the Person Account level.
C. Create a custom obiect to track client's financial data
D. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.

Question 3

Which three referral metrics aretracked with custom components included in Financial Services Cloud?

A. Web to Lead Referrals
B. My Top Referrers
C. Referrals Assigned to me
D. My Approved Referrals
E. Expressed interests

Question 4

Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

A. Create an Apex trigger that will prevent the saving of multiple one-time events
B. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
C. Remove user's ability to create one-time events
D. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object

Question 5

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

Solutions: