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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A) The administrator did not enable "Allow Mortgage Access" in Setup.
B) The Residential Loan Application flow was not enabled in the setup.
C) The user does not have "Mortgage User" checked in their user record.
D) The administrator did not assign the Mortgage permission set to the user.

2. How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A) Add a custom Rollup By Lookup (RBL) rule.
B) Financial Goalscan not be summarized at the household level.
C) Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
D) Create a formula field and add it to the Account page layout

3. What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

A) Flow for Financial Service Cloud is not available for the Individual Object Model.
B) Use Field Level Security on Milestones
C) The Flow users require a Flow Permission Set License.
D) Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates

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

5. Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A) Enable In-App Guidance to provide walk-throughs.
B) Build custom Lightning pages that correspond to each stage of the business process.
C) Configure Dynamic Actions for Lightning pages.
D) Configure Dynamic Lightning pages.
E) Use flows to remove the neea for complex Lightning pages.

Solutions: