Salesforce Financial Services Cloud Accredited Professional : AP-208 Exam Questions

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

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

2. The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A) Ensure the Primary Group flag in the Account record is checked.
B) Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
C) Ensure that the member is the Primary Member in that Household
D) EnsureRollUpByLookup Configuration is Active
E) Ensure the reported Household is the Primary Group for the member

3. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Admin users have to be assigned the Action Plans permission set.
B) Salesforce is yet to roll out Chatter for the Action Plan object.
C) Chatter has to be enabled for Action Plans via Chatter settings in setup.
D) Feedtracking has to be enabled for the Action Plan object.

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

5. 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.

Solutions: