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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A) Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
B) Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
C) The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
D) When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.

2. A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

A) Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
B) Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
C) Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
D) Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.

3. Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

A) Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
B) Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
C) Implement Financial Service Cloud in the existing org (Brow Field).
D) Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.

4. Which two statements are true for a Group inFinancial Services Cloud?

A) A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
B) Financial Services Cloud includes a group record type for businesses
C) Financial Services Cloud includes a group record type for households
D) A group is a type of account record that people and businesses can be related to through the Financial Account relationship object

5. Which three standard fields are available to track a customer's retirement gial progress?

A) Contributions
B) Total Value
C) Actual value
D) Target Date
E) Target value

Solutions: