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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A) Household Financial Accounts
B) Financial Holdings
C) Client Financial Goals
D) Cases
E) Notes and Attachments

2. Which three things must an admin keep in mind when creating Action Plan Templates'5

A) An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
B) When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
C) When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
D) When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
E) The Action Plan Template permission set must be added to all users that wantto use Action Plans.

3. How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A) Reference the FlexCard in the Display properties of the custom ARC relationship graph.
B) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
C) Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
D) Select Use FlexCard from the node Display tab to show the node in a FlexCar

4. During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokersshould never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?

A) Brokers should be modeled as Contact and the Broker company should be modeled as Account,even if they're a legal entity '-' individually.
B) Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
C) The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.
D) The Broker Assistant should bemodeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.

5. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A) Add Scon as a Related Contact to the Adams Household.
B) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
C) Disable the Primary Group setting fof Scon on the Adams Household
D) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.

Solutions: