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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A. Calculation Procedure
B. DataRaptor
C. OmniStudio Action Document Generation
D. Integration Procedure

Question 2

One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A. When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
B. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
C. Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
D. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

Question 3

What actions can a Wealth Advisor take from the Life Events card7

A. Create Lead & Referral
B. Open an Account
C. Request Record Approval
D. Create Opportunity
E. Create Case

Question 4

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

Question 5

During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

A. Discovery Framework can create both standard and hierarchical questions.
B. Discovery Framework creates highly capable forms with integrations and advanced logic.
C. Discovery Framework forms cannot be deployed to Communities,
D. Discovery Framework is built based on Salesforce Flow.
E. FSC Discovery Framework allows archiving questions.

Solutions: