Salesforce Financial Services Cloud Accredited Professional : AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?

A) Ensure each individual account to be converted is not a parent account of any other account records.
B) Ensure all individual account records to be converted are only linked to exactly one contact record.
C) Update all opportunities linked to individual account records to be owned by the individual account record's owner.
D) Ensure each account.phone field in the individual account record is blank.
E) Test out the conversion in a sandbox, including all integrations and customizations.

2. A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

A) FSC Standard permission set license
B) FSC Foundations permission set license
C) FSC Basic permission set license
D) FSC Extension permission set license

3. A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A) Configure Individual Record Type Mapper" custom metadata.
B) Create a record type on the Contact object.
C) Create custom fields on the Person Account object.
D) Enable "Use Person Account" custom setting.

4. What are the three building blocks of Flow Orchestration?

A) Stages
B) Steps
C) Blocks
D) Processes
E) Work Items

5. The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A) To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
B) To use a Flow, a user must have access to the underlying object and its field
C) To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.
D) Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.

Solutions: