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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What are two language-related limitations of Financial Services Cloud?

A) Predefined reciprocal roles are available only in English.
B) Flows are available only in English.
C) Custom component labels are supported only in English.
D) Referral record type labels are supported only in English.

2. A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A) With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
B) When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
C) Record alert categories are not required when creating a record alert, but they help keep alerts organized.
D) When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.

3. A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?

A) The ARC Component has not been added to the page layout
B) The portfolio manager does not have access tothe Lightning page that has the ARC component added
C) The portfolio manager has not been given the permissions that enable users to view and manage ARC
D) The portfolio manager does not have access to the account records that he is trying to create for.

4. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A) Update the System Administrator profile to include the API Only User.
B) Assign the integration user to the System Administrator profile.
C) Create a new customprofile and ensure API Only is selected.
D) Create a dedicated Integration User.

5. A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.
B) If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
C) If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
D) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

Solutions: