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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
B) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
C) Add Scon as a Related Contact to the Adams Household.
D) Disable the Primary Group setting fof Scon on the Adams Household

2. Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

A) Group Members Component
B) Life Events Component
C) Family Members Component
D) Relationship Map
E) Actionable Relationship Center

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 Global Action To create Referrals.
C) Use the Case process and create Cases with Case Type 'Referrar'.
D) Use

4. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A) The administrator did not enable "Allow Mortgage Access" in Setup.
B) The administrator did not assign the Mortgage permission set to the user.
C) The Residential Loan Application flow was not enabled in the setup.
D) The user does not have "Mortgage User" checked in their user record.

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

Solutions: