Salesforce Financial Services Cloud Accredited Professional : AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Feedtracking has to be enabled for the Action Plan object.
B) Chatter has to be enabled for Action Plans via Chatter settings in setup.
C) Salesforce is yet to roll out Chatter for the Action Plan object.
D) Admin users have to be assigned the Action Plans permission set.

2. Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

A) Create an after-save trigger to generate reminder tasks.
B) Utilize Chatter notifications for reminders.
C) Utilize Financial Services Clouc flag Templates to flag missing items.
D) Utilize Action Plan and Action INan Template.

3. Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

A) Life Events Component
B) Family Members Component
C) Group Members Component
D) Relationship Map
E) Actionable Relationship Center

4. A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A) Integration Procedure
B) DataRaptor
C) OmniStudio Action Document Generation
D) Calculation Procedure

5. A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A) Create a junction object between the external system and the new customer object where the data will reside
B) Use a CSV file with the data created and use Data Loader to map to the correct field
C) Ensure custom metadata is configured and each custom metadata record details where the data will be sent
D) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

Solutions: