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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A. When multicurrency is enabled in FSC. advanced currencymanagement is also available
B. For each user, the user currency must correspond to the default currency for the user's locale
C. The Salesforce Admin can enable or disable multiple currencies if needed
D. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.

Question 2

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

A. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
B. Client-level records are aggregated by setting up client-level rollups to all primary group members.
C. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
D. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

Question 3

Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

A. Perform an operation for more records than schedule-triggered flows allow
B. Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
C. Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
D. Coordinate multiple flows and assign them to multiple teams or individuals.

Question 4

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A. Referral Routing Rules
B. Einstein Referral Scoring for Financial Services Cloud
C. Intelligent Need-Based Referrals and Scoring
D. Referral Approval Processes

Question 5

Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A. Financial Account
B. Assets & Liabilities
C. Account
D. Opportunity
E. Case

Solutions: