Salesforce AP-208 : Financial Services Cloud Accredited Professional

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A. Update the lead page layout.
B. Create a new referral record type mapper record.
C. Create a custom Referral object.
D. Assign the record type to users.
E. Create a new record type Referral' on the Lead object.

Question 2

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A. Add the Business record type to the Group record type mapper
B. Enable Relationship Group Hierarchy in Custom Metadata
C. LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
D. Capture the majority owner as parent account using Account hierarchy
E. Link multiple owners to the business entity as a Group

Question 3

How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

A. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
B. Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
C. Remove the Event or Milestone from the Lightning Component in the Developer Console.
D. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object

Question 4

Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

A. Use the Case process and create Cases with Case Type 'Referrar'.
B. Use Global Action To create Referrals.
C. Use
D. Write a trigger to create Referrals from a 'Create Referral* button.

Question 5

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

Solutions: