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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
B) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
C) Rollups for multiple joint owners are not supported
D) RBL calculations can notbe disabled when importing data into your Salesforce org.
E) An RBL rule displays summary calculations of financial account information, such as account balances.

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

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

3. Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?

A) Financial Holding
B) Inheritance
C) Financial Goal
D) Revenue
E) Billing

4. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A) Referral Conversion
B) Accepting a Referral
C) Round Robin Referral Routing
D) Referral Automated Approvals
E) Assigning a Referral

5. How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

A) Assuming there are no other issues, what should happenwhen the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
B) An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
C) Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
D) Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.

Solutions: