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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 2: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Topic 3: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 4: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Topic 5: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
A) Action Plans create repeatable tasks and automate the task sequences when executed
B) Action Plans can automatically schedule the next appointment with the Advisor.
C) Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
D) Action Plans can speed up the collection of a list of documents needed for the loan application
E) When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
2. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?
A) Account Account Relationship object
B) Account object - Household record type
C) Contact object
D) Account object - Businessrecord type
E) Account Contact Relationship object
3. 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) Usethe Action Plan item feature to add an additional task to a published Action Plan.
C) Create an independent Task not related to original Action Plan
D) Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
4. A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?
A) Test out the conversion in a sandbox, including all integrations and customizations.
B) Ensure each individual account to be converted is not a parent account of any other account records.
C) Update all opportunities linked to individual account records to be owned by the individual account record's owner.
D) Ensure each account.phone field in the individual account record is blank.
E) Ensure all individual account records to be converted are only linked to exactly one contact record.
5. Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?
A) Data Import Wizard to upload the data collected in spreadsheets
B) Flow Builder to automate these business processes
C) The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
D) A Mortgage Application' custom object to hold thecollected client data
Solutions:
| Question # 1 Answer: A,C,E | Question # 2 Answer: A,B,D | Question # 3 Answer: B | Question # 4 Answer: A,B,E | Question # 5 Answer: B,C |






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