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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A. Reciprocal roles have not been created in the org.
B. The user should be using the Member Relationship button under the Actionable Relationship Center.
C. The user should be using the Edit Group button to access reciprocal roles.
D. Sharing rules have not beenset up for reciprocal roles.

Question 2

A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

A. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
B. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
C. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
D. Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.

Question 3

How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A. The user can customize the order of life events to be set in chronological order
B. The Admin can change the color of important life events to red.
C. The Admin can customize the order of life events to be set in chronological order.
D. The user can change the color of important life events to red.

Question 4

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

Question 5

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

A. When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
B. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
C. When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
D. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

Solutions: