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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A) Rollups for multiple joint owners are not supported
B) RBL calculations can notbe disabled when importing data into your Salesforce org.
C) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
D) An RBL rule displays summary calculations of financial account information, such as account balances.
E) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

2. Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?

A) Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.
B) Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
C) Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.
D) Use the Data Consumption Framework to connect to the bank'smiddleware.

3. 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) Update all opportunities linked to individual account records to be owned by the individual account record's owner.
C) Ensure each individual account to be converted is not a parent account of any other account records.
D) Ensure all individual account records to be converted are only linked to exactly one contact record.
E) Ensure each account.phone field in the individual account record is blank.

4. During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

A) Discovery Framework can create both standard and hierarchical questions.
B) Discovery Framework forms cannot be deployed to Communities,
C) FSC Discovery Framework allows archiving questions.
D) Discovery Framework creates highly capable forms with integrations and advanced logic.
E) Discovery Framework is built based on Salesforce Flow.

5. Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A) Train account owners to create required tasks periodically and setdue dates for tracking.
B) Run a nightly process to create tasks and assign them to account owners for follow-ups
C) Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
D) Use Lightning Scheduler to periodically schedule tasks for account owners.

Solutions: