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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

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

Question 2

An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

A. Business Rules Engine
B. FlexCards
C. OmniScripts
D. APEX Code
E. Integration Procedures

Question 3

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
B. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
C. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
D. RBL rules do not require a lot of processing power.
E. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

Question 4

A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A. Create a junction object between the external system and the new customer object where the data will reside
B. Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
C. Ensure custom metadata is configured and each custom metadata record details where the data will be sent
D. Use a CSV file with the data created and use Data Loader to map to the correct field

Question 5

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

A. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
B. When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
C. When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
D. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

Solutions: