Salesforce Financial Services Cloud Accredited Professional : AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Which step is required to give a group of users access to a Financial Deal?

A. Update Industries Settings to give users access to the Financial Dew object.
B. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
C. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
D. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

Question 2

A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?

A. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
B. Ensure all individual account records to be converted are only linked to exactly one contact record.
C. Ensure each account.phone field in the individual account record is blank.
D. Test out the conversion in a sandbox, including all integrations and customizations.
E. Ensure each individual account to be converted is not a parent account of any other account records.

Question 3

One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A. Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
B. When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
C. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
D. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

Question 4

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

Question 5

A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A. Contact object
B. Account object - Household record type
C. Account Account Relationship object
D. Account object - Businessrecord type
E. Account Contact Relationship object

Solutions: