Salesforce AP-208

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?

A) Account Contact Relationship
B) Contact-Contact Relationship
C) Person Account
D) Account Account Relationship

2. The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

A) Compact Layout
B) Lightning Record Pages
C) Page Layout
D) Search Layout
E) Field Sets

3. What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?

A) Creating a new Salesforce instance from scratch for the customer
B) Implementing a generic, one-size-fits-all solution for all customers
C) Conducting a gap analysis between the customer's current processes and SalesforceFSC capabilities
D) Importing the customer's existing data into Salesforce FSC without any modifications

4. Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A) Financial Holdings
B) Client Financial Goals
C) Notes and Attachments
D) Cases
E) Household Financial Accounts

5. A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A) Create a screen flow.
B) Create an OmniScript flow.
C) Create a Canvas application for the Authentication module.
D) Create a Lightning web component.

Solutions: