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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

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

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

Question 2

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. Engagement Interaction
C. Events
D. Notes

Question 3

A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A. The administrator did not assign the Mortgage permission set to the user.
B. The user does not have "Mortgage User" checked in their user record.
C. The Residential Loan Application flow was not enabled in the setup.
D. The administrator did not enable "Allow Mortgage Access" in Setup.

Question 4

Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?

A. FSC Foundations permission set
B. OmniStudio User permission set
C. OmniStudio Admin permission set
D. FSC Basic permission set
E. FSC Standard permission set

Question 5

Which two statements are true for a Group inFinancial Services Cloud?

A. Financial Services Cloud includes a group record type for businesses
B. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
C. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
D. Financial Services Cloud includes a group record type for households

Solutions: