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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A. Enable and configure person accounts in FSC, and assign users with permission set licenses.
B. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
C. Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
D. Beyond the preconfigured settings, evaluate whether they need advanced customizations.
E. Review the out-of-the-box capabilities and compare them to the company's current needs.

Question 2

Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?

A. Set organization-wide sharing defaults on custom objects.
B. Modify permission sets.
C. Assign or remove permission sets for users in their delegated groups.
D. Create and manage membership of specified public groups.
E. Unlock users.

Question 3

While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A. Assign the integration user to the System Administrator profile.
B. Create a dedicated Integration User.
C. Create a new customprofile and ensure API Only is selected.
D. Update the System Administrator profile to include the API Only User.

Question 4

Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

A. Enable Compliant Data Sharing for Interaction Summaries.
B. Enable Compliant Data Sharing for Interactions.
C. Use Interaction Summary Participants to provide the right access to individuals or groups.
D. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
E. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.

Question 5

A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?

A. Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
B. Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.
C. Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
D. Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
E. Manage policy holder's interactions with customer service agents intelligently through the underwriting process.

Solutions: