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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?

A) Account Account Relationship
B) Contact-Contact Relationship
C) Account Contact\Relationship
D) Account

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

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

3. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A) Account object - Businessrecord type
B) Account Contact Relationship object
C) Contact object
D) Account object - Household record type
E) Account Account Relationship object

4. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A) Org ID
B) Data Load ID
C) External ID
D) User ID

5. A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A) Quote, Rate, and Apply
B) Claims Management
C) MobileClaimSubmission
D) Quote Creathqn Toolbox
E) Policy Administration

Solutions: