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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A) OmniStudio Integration Procedures
B) Industry Integration Solutions with the MuleSoft Anypoint Platform
C) Data Consumption Framework
D) OmniStudio DataRaptors
E) Data Processing Engine

2. Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

A) Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
B) Create an Account-Contact relationship between the Adams Household and the attorney.
C) Create an Account-Account Relationship between the Addams Family Trust and the attorney.
D) Create an Account-Account relationship between the Adams Household and the attorney

3. Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

A) Enable the 'Enable Rollup Summary' in custom settings
B) Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.
C) Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
D) Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
E) Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.

4. 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) Peer
B) Family
C) Group
D) Member
E) Trust

5. A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A) Configure Financial Account record types to match the required categories.
B) Configure the Financial Account List components for each required category.
C) Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
D) Add the Financial Account List component to the Account Lightning record page.
E) Create a custom picklist on the Financial Account object totrack the Typ

Solutions: