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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

A) The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
B) To share a Person Account record the admin will need to create sharing rules Account and Contact objects
C) The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.
D) The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
E) Person Accounts can be merged with Business Accounts in Financial Services Cloud

2. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A) Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
B) Grant users access to the Financial Account object with permission set
C) Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
D) Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.

3. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A) A Lightning web component to restrict data from users
B) An integration User and Integration Profile to enable the connection
C) Objects and fields to store the data
D) A flow to get the data into Salesforce

4. A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A) Create custom fields on the Person Account object.
B) Enable "Use Person Account" custom setting.
C) Create a record type on the Contact object.
D) Configure Individual Record Type Mapper" custom metadata.

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

Solutions: