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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Person Accounts can be enabled and disabled only by contacting Salesforce Support
B) Person Accounts cannot be disabled once they were enabled
C) Creating a client record via Salesforce Inbox is not supported.
D) AppExchange packages will not work if Person Accounts are enabled

2. Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

A) Lightning Scheduler Resource
B) Action Plans
C) Financial Services Cloud Standard
D) FSC Insurance
E) Mortgage

3. Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

A) Write a trigger to create Referrals from a 'Create Referral* button.
B) Use Global Action To create Referrals.
C) Use the Case process and create Cases with Case Type 'Referrar'.
D) Use

4. Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A) LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
B) Link multiple owners to the business entity as a Group
C) Enable Relationship Group Hierarchy in Custom Metadata
D) Add the Business record type to the Group record type mapper
E) Capture the majority owner as parent account using Account hierarchy

5. A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A) Alerts
B) Topics
C) Interest Tags
D) Engagement Topics

Solutions: