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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A) Referrals Rollups
B) ReferralGroup Process Builder
C) Referral Scoring
D) Group Member Referrals

2. What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

A) Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
B) In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
C) In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
D) Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field

3. Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

A) Actionable Relationship Center
B) Life Events Component
C) Family Members Component
D) Relationship Map
E) Group Members Component

4. Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

A) ARC displays up to 5 related lists that have a configured compact layout.
B) ARC is certified to work with Person Accounts and Individual Accounts.
C) To enable users to see the ARC, you will need to add the component for ARC to the page layout.
D) The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
E) The Association Type picklist controls the account-account relationship that display in the ARC.

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

Solutions: