Salesforce Financial Services Cloud Accredited Professional : AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A) Configure your Person Account record types m the Indrvidual Record Type Mapper.
B) Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
C) Enable 'Individual to Person Account Migration' in Custom Settings.
D) Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
E) Ensure Person Accounts is enabled on the org

2. A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?

A) If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
B) If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
C) If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.
D) If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.

3. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

A) The Referral Score updated when a lead is created using the referralrecord type.
B) The Referral Score updated when a referral is assigned from the queue to a user.
C) The Referral Score updated when a referral is convened to an Opportunity or closed.
D) The Referral Score updated when an opportunity associated with the Referral is Closed Won

4. Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?

A) Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
B) Use the Data Consumption Framework to connect to the bank'smiddleware.
C) Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.
D) Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.

5. The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

A) Trust
B) Peer
C) Family
D) Member
E) Group

Solutions: