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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

A. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
B. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
C. Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.
D. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.

Question 2

Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

A. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
B. Action Plans can be used to schedule appointments with the Bankers
C. Action Plans require a monthly license fee per user
D. When you work with Action Plans, you first create Action Plan Templates
E. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance

Question 3

Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

A. Data Visualization with Marketing Cloud Intelligence
B. Financial Services Cloud Einstein
C. Data Filtering and Sorting in Tableau Desktop
D. Actionable Relationship Center (ARC), an advanced visualization engine

Question 4

The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

A. Lightning Record Pages
B. Field Sets
C. Search Layout
D. Compact Layout
E. Page Layout

Question 5

A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to interest tags?

A. FSC Foundations permission set
B. FSC Extension permission set
C. FSC Basic permission set
D. FSC Standard permission set

Solutions: