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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 Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?

A. Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.
B. Edit the published Action Plan Template directly.
C. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.

Question 2

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
B. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
C. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?
D. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
E. Role Hierarchy-based sharing is disabled bydefault in CDS.

Question 3

Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

A. Einstein Relationship Insights
B. Lightning Experience for Financial Services Cloud
C. Discovery Framework
D. Custom Domain

Question 4

A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?

A. Parent FlexCard with single Child and multiple Card States
B. Parent FlexCard with multiple Q**jld Flex Cards and Card Actions
C. Parent FlexCard with single Child and Card Actions
D. Parent FlexCard with multiple Cnrrarenand different Card States

Question 5

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

Solutions: