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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

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

Question 2

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A. If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
B. If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
C. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.
D. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

Question 3

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A. Create a Financial Account sharing rule based on record owner.
B. Create a Financial Account sharing rule based on criteri
C. Create Account sharing rules based on criteria.
D. Create an Account sharing rule based on record owner.

Question 4

Which of the following objects do support Group-Level Rollups?

A. Tasks
B. Opportunities
C. Alerts
D. Action Plans
E. Financial Accounts

Question 5

A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?

A. The Send Documents flow for Retail Banking
B. A Marketing Cloud integration to manage client communications
C. Process Builder to create automatl&Socument requests for missing items
D. An APEX solution to leverage the SendMail capabilities of Salesforce

Solutions: