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:

1. Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

A) Create an Account-Account Relationship between the Addams Family Trust and the attorney.
B) Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
C) Create an Account-Contact relationship between the Adams Household and the attorney.
D) Create an Account-Account relationship between the Adams Household and the attorney

2. Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A) Lightning Page Editor
B) Custom Settings
C) Object Settings
D) Profiles

3. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Skip Non-Work Days for Action Plans
B) Skip Non-Work Days for Deadlines
C) Sync with Company Calendar
D) Skip Non-Work Days For Tasks

4. A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A) MobileClaimSubmission
B) Policy Administration
C) Quote, Rate, and Apply
D) Quote Creathqn Toolbox
E) Claims Management

5. During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

A) Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.
B) In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
C) In a household, each of the household members is modeled as a Person Account and the household ismodeled as an Account.
D) Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
E) Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.

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