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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A. Lightning Page Editor
B. Object Settings
C. Profiles
D. Custom Settings

Question 2

The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
B. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
C. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
D. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
E. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e

Question 3

Which three record type options should an advisor configure for a Lead object configuration?

A. Opportunity
B. Adjustments
C. Referral
D. Retirement Planning
E. General

Question 4

A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

A. Object: Account-Account Relationship; Field: Related Role
B. Object: Financial Account; Field: Joint Owner
C. Object: Financial Account Role; Field: Role
D. Object: Financial Account; Field: Primary Owner

Question 5

Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?

A. Flow Builder to automate these business processes
B. Data Import Wizard to upload the data collected in spreadsheets
C. A Mortgage Application' custom object to hold thecollected client data
D. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud

Solutions: