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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

A. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
B. Remove user's ability to create one-time events
C. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
D. Create an Apex trigger that will prevent the saving of multiple one-time events

Question 2

How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

A. Assuming there are no other issues, what should happenwhen the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
B. An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
C. Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
D. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.

Question 3

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A. Request a Salesforce developer org.
B. Request a 30-day Financial Services Cloud trial org
C. Spin up a Salesforce sandbox org.
D. Purchase one license of Financial Services Cloud and install it in a production org.

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

Question 5

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
B. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
C. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?
D. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
E. Role Hierarchy-based sharing is disabled bydefault in CDS.

Solutions: