Salesforce AP-208 : Financial Services Cloud Accredited Professional

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

2. An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A) Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
B) Spouse is not a valid Role within a Group.
C) Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
D) Primary Group -two individuals cannot designate the same Household as their Primary Group.

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

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

4. Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A) Lightning Page Editor
B) Object Settings
C) Custom Settings
D) Profiles

5. A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A) Understandthe journey!for the multiple personas involved in the process.
B) Design the solution using the Financial Services Cloud components.
C) Determine the best e-sigTiature solution to use.
D) Create a visual flow diagram.
E) Document the business process flows.

Solutions: