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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A) When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
B) When multicurrency is enabled in FSC. advanced currencymanagement is also available
C) The Salesforce Admin can enable or disable multiple currencies if needed
D) For each user, the user currency must correspond to the default currency for the user's locale

2. A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

A) Object: Financial Account; Field: Joint Owner
B) Object: Financial Account Role; Field: Role
C) Object: Financial Account; Field: Primary Owner
D) Object: Account-Account Relationship; Field: Related Role

3. Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A) Data Consumption Framework
B) OmniStudio DataRaptors
C) Data Processing Engine
D) OmniStudio Integration Procedures
E) Industry Integration Solutions with the MuleSoft Anypoint Platform

4. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Sync with Company Calendar
B) Skip Non-Work Days for Deadlines
C) Skip Non-Work Days for Action Plans
D) Skip Non-Work Days For Tasks

5. An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A) Utilize Insurance Flow Templates.
B) Create an Action Plan Template for capturing beneficiary data and payment information.
C) Install an Insurance Data AppExchange package.
D) Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.

Solutions: