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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A) Accounts & Peers
B) Accounts & Groups
C) Accounts & Members
D) Accounts & Businesses

2. 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 Excel spreadsheet with steps of the process as rows, and systems and personas in columns
B) Word document telling the story of the process from the user's perspective
C) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide
D) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes

3. 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) The Salesforce Admin can enable or disable multiple currencies if needed
B) 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.
C) For each user, the user currency must correspond to the default currency for the user's locale
D) When multicurrency is enabled in FSC. advanced currencymanagement is also available

4. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Account Team
B) Action Plan Creator
C) Specific User
D) Role
E) Queues

5. Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

A) Use
B) Write a trigger to create Referrals from a 'Create Referral* button.
C) Use the Case process and create Cases with Case Type 'Referrar'.
D) Use Global Action To create Referrals.

Solutions: