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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A) Compliant Data Sharing
B) Interaction Summaries
C) Business Rules Engine
D) Custom Sharing Rules

2. Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A) Enable Relationship Group Hierarchy in Custom Metadata
B) Add the Business record type to the Group record type mapper
C) LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
D) Capture the majority owner as parent account using Account hierarchy
E) Link multiple owners to the business entity as a Group

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

4. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A) A flow to get the data into Salesforce
B) A Lightning web component to restrict data from users
C) Objects and fields to store the data
D) An integration User and Integration Profile to enable the connection

5. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) The managed extension package for intelligent Need-Based Referrals and Scoring
B) Salesforce CRM Dashboards
C) Einstein Analytics for Financial Services
D) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring

Solutions: