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Salesforce AP-208 Exam Syllabus Topics:

SectionObjectives
Security, Reporting, and Integration- Data security and sharing models
- Reporting and dashboards in Financial Services Cloud
- Integration with Salesforce ecosystem tools
Financial Services Cloud Fundamentals- Core concepts and value proposition of Financial Services Cloud
- Industry use cases in banking and insurance
Client and Customer Management- Client lifecycle management processes
- Relationship Groups and role modeling
Financial Services Processes- Wealth and insurance workflows
- Sales and service process automation
Data Model and Architecture- Financial accounts and household structures
- Accounts, Contacts, Households, and Relationships

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

A. Open a case withSalesforce Support
B. Go to Custom Settings and edit the Industries Settings
C. Enable Communities
D. Register a subdomam using the My Domain wizard and then deploy it


Question 2

A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A. Configure Individual Record Type Mapper" custom metadata.
B. Create custom fields on the Person Account object.
C. Enable "Use Person Account" custom setting.
D. Create a record type on the Contact object.


Question 3

Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

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


Question 4

Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

A. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
B. Create an independent Task not related to original Action Plan
C. Usethe Action Plan item feature to add an additional task to a published Action Plan.
D. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.


Question 5

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A. Industry Integration Solutions with the MuleSoft Anypoint Platform
B. OmniStudio Integration Procedures
C. Data Consumption Framework
D. Data Processing Engine
E. OmniStudio DataRaptors


Solutions:

Question 1
Answer: D
Question 2
Answer: A
Question 3
Answer: C
Question 4
Answer: C
Question 5
Answer: A,B,E

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