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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

A) To share a Person Account record the admin will need to create sharing rules Account and Contact objects
B) Person Accounts can be merged with Business Accounts in Financial Services Cloud
C) The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
D) The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
E) The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

2. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
B) Add Scon as a Related Contact to the Adams Household.
C) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
D) Disable the Primary Group setting fof Scon on the Adams Household

3. Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?

A) Franchise users canhave multiple roles in the hierarchy.
B) Salesforce FSC only allows 1,024 public groups.
C) Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
D) The administrator can define up to 300 total sharing rules for each object.

4. 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) Coordinate multiple flows and assign them to multiple teams or individuals.
C) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
D) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.

5. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A) An integration User and Integration Profile to enable the connection
B) A Lightning web component to restrict data from users
C) Objects and fields to store the data
D) A flow to get the data into Salesforce

Solutions: