Salesforce AP-208 real exam prep : Financial Services Cloud Accredited Professional

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Assets and Liabilities
B) Life Events
C) Contacts
D) Financial Accounts
E) Claims

2. Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

A) Lead
B) Contact
C) Residential Loan Application
D) Account
E) Opportunity

3. Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?

A) Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.
B) Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.
C) Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
D) Use the Data Consumption Framework to connect to the bank'smiddleware.

4. Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

A) Custom permission sets and out-of-the-boxFSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.
B) Each object sharing should be set up, explicitly sharing each user's record with the manager.
C) The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
D) Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
E) Only Custom Profiles should be configured and assigned to all users to use FSC components and field- level security. The ^ administrator should configure custom profiles and assign them to all users

5. A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

A) Roll-up Summaries
B) Financial Accounts
C) Action Plans
D) Omni Scripts

Solutions: