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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

A) Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.
B) In a household, each of the household members is modeled as a Person Account and the household ismodeled as an Account.
C) In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
D) Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
E) Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.

2. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

A) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
B) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
C) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
D) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.

3. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A) Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.
B) Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
C) Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
D) Grant users access to the Financial Account object with permission set

4. Which two statements are true about Group Membership in Financial Services Cloud?

A) Group Membership defines the role of the member within the Group.
B) With Group Membership settings you can define if a Group is the member's primaryGroup.
C) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
D) Group Membership is modeled using the Account-Group Relationship object.

5. Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

A) Lightning Experience for Financial Services Cloud
B) Einstein Relationship Insights
C) Custom Domain
D) Discovery Framework

Solutions: