Salesforce AP-208 Exam Questions : 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 objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A) Opportunity
B) Case
C) Assets & Liabilities
D) Account
E) Financial Account

2. How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

A) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
B) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
C) Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
D) Remove the Event or Milestone from the Lightning Component in the Developer Console.

3. A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

A) Create a new Account Reciprocal Role for the required value.
B) Create a new Contact Reciprocal Role for the required value.
C) Update the Role picklist on the Account-(?ontact Relationship object with new value.
D) Update the Role picklist on the Account-Account Relationship object with new value.

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

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

5. Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

A) Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
B) Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
C) Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
D) Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.
E) Enable the 'Enable Rollup Summary' in custom settings

Solutions: