Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Topic 2: Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Integration and data exchange - Configure core FSC features
|
| Topic 3: Define and Design | 42% | - Security and access design
- User experience and interface design - Data model, objects, and relationships
|
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
Which three record type options should an advisor configure for a Lead object configuration?
A. Adjustments
B. Opportunity
C. Retirement Planning
D. General
E. Referral
Question 2
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
A. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
B. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
C. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
D. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
Question 3
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?
A. Aclion Plans
B. Actionable Relationship Center
C. Financial Goals
D. Flows
Question 4
Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?
A. Enable a person account in a sandbox.
B. Enable person accounts in FS
C. Configure Person Account record types.
D. Perform a data backup.
Question 5
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?
A. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
B. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
C. A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide
D. Word document telling the story of the process from the user's perspective
Solutions:
| Question 1 Answer: C,D,E | Question 2 Answer: A,D | Question 3 Answer: D | Question 4 Answer: D | Question 5 Answer: A |
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