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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?

A) User's locale and language must match user's currency.
B) User's locale must match user's currency.
C) Account currency must match org default currency.
D) User currency must match org default currency.

2. Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?

A) Financial accounts management
B) Performance reporting
C) Opportunity management
D) Client onboarding

3. What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

A) Account-Account Relationship
B) Contact-Contact Relationship and the Reciprocal Rote
C) Reciprocal Role
D) Account-Contact Relationship and the Reciprocal Role

4. A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A) An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
B) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
C) Word document telling the story of the process from the user's perspective
D) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide

5. An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

A) Interaction Summary
B) Notes
C) Events
D) Engagement Interaction

Solutions: