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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

A) FSC Basic permission set license
B) FSC Foundations permission set license
C) FSC Extension permission set license
D) FSC Standard permission set license

2. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

A) The Referral Score updated when a lead is created using the referralrecord type.
B) The Referral Score updated when a referral is assigned from the queue to a user.
C) The Referral Score updated when an opportunity associated with the Referral is Closed Won
D) The Referral Score updated when a referral is convened to an Opportunity or closed.

3. Which two statements are true for a Group inFinancial Services Cloud?

A) A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
B) A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
C) Financial Services Cloud includes a group record type for businesses
D) Financial Services Cloud includes a group record type for households

4. Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

A) Utilize Financial Services Clouc flag Templates to flag missing items.
B) Create an after-save trigger to generate reminder tasks.
C) Utilize Chatter notifications for reminders.
D) Utilize Action Plan and Action INan Template.

5. Which three things must an admin keep in mind when creating Action Plan Templates'5

A) An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
B) The Action Plan Template permission set must be added to all users that wantto use Action Plans.
C) When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
D) When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
E) When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.

Solutions: