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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. 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 each individual account to be converted is not a parent account of any other account records.
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 all individual account records to be converted are only linked to exactly one contact record.

2. A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
B) The user must build a report using the Topics object to view Interest Tags in the report.
C) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
D) When the user defines the custom report type, Topics should be selected as the Primary Object.

3. A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A) Create a Referral for the Banker for an Education Savings Account
B) Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
C) Create two Life Events, one for the birth of the child and one for the Education Savings Account.
D) Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
E) Create a Life Event for the birth of the child and a Referral for the Education Savings Account

4. A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

A) Special event types
B) Once-in-a-Lifetime event types
C) Unique event types
D) Single event types

5. A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A) Document the business process flows.
B) Understandthe journey!for the multiple personas involved in the process.
C) Create a visual flow diagram.
D) Determine the best e-sigTiature solution to use.
E) Design the solution using the Financial Services Cloud components.

Solutions: