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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A) Org ID
B) Data Load ID
C) User ID
D) External ID

2. Which three related lists are visible within the Actionable Relationship Center associated with the Account object?

A) Notes and Attachments
B) Client Financial Goals
C) Cases
D) Financial Holdings
E) HouseholdFinancial Accounts

3. A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

A) Enable and implement the iate Regulation checkbox on the client record to track their request.
B) Implement Consent Management for Financial Services Cloud.
C) Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
D) Integrate the Consent object with their Consent Platform to track it in Salesforce.

4. Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

A) Mortgage
B) Financial Services Cloud Standard
C) FSC Insurance
D) Lightning Scheduler Resource
E) Action Plans

5. A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

A) Apex Tnggers on the task object
B) Workflow Rules/Process Builder
C) Flows
D) Action Plans

Solutions: