Salesforce AP-208 : Financial Services Cloud Accredited Professional

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?

A) Process Builder
B) Screen Flows
C) Discovery Framework
D) Omni Studio

2. A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?

A) FSC Extension
B) OmniStudio
C) FSC Standard
D) FSC Basic

3. 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) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
C) Salesforce CRM Dashboards
D) Einstein Analytics for Financial Services

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

5. Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

A) Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
B) Enable Compliant Data Sharing for Interaction Summaries.
C) Enable Compliant Data Sharing for Interactions.
D) Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
E) Use Interaction Summary Participants to provide the right access to individuals or groups.

Solutions: