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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

A) Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
B) Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
C) Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.
D) Implement Financial Service Cloud in the existing org (Brow Field).

2. Which three insurance processes are managed by the Policy Administration component?

A) Underwriting
B) Approvals
C) Endorsements
D) Payments
E) Commissions

3. Which two statements are true about Group Membership in Financial Services Cloud?

A) Group Membership defines the role of the member within the Group.
B) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
C) With Group Membership settings you can define if a Group is the member's primaryGroup.
D) Group Membership is modeled using the Account-Group Relationship object.

4. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A) Referral Automated Approvals
B) Assigning a Referral
C) Round Robin Referral Routing
D) Accepting a Referral
E) Referral Conversion

5. 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 object - Businessrecord type
B) Contact object
C) Account object - Household record type
D) Account Account Relationship object
E) Account Contact Relationship object

Solutions: