Salesforce Accredited Professional AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question #1

An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
B. Primary Group -two individuals cannot designate the same Household as their Primary Group.
C. Spouse is not a valid Role within a Group.
D. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.

Question #2

The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?

A. 1. Accounts and contacts2. Financial accounts3. Account groups and households
B. 1. Accounts and contacts2. Households3. Financial accounts
C. 1. Households2.Financial accounts3. Person accounts
D. 1. Financial accounts2. Accounts and contacts3, Account groups

Question #3

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. Engagement Topics
B. Topics
C. Interest Tags
D. Alerts

Question #4

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

Question #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. Claims Management
B. Quote, Rate, and Apply
C. Quote Creathqn Toolbox
D. Policy Administration
E. MobileClaimSubmission

Solutions: