Salesforce AP-208 : Financial Services Cloud Accredited Professional

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A. User ID
B. Data Load ID
C. External ID
D. Org ID

Question 2

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 record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.
B. Person Accounts can be merged with Business Accounts in Financial Services Cloud
C. To share a Person Account record the admin will need to create sharing rules Account and Contact objects
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. 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.

Question 3

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

Question 4

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
B. When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
C. An RBL rule displays summary calculations of financial account information, such as account balances.
D. Rollups for multiple joint owners are not supported
E. RBL calculations can notbe disabled when importing data into your Salesforce org.

Question 5

An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

A. OmniScripts
B. APEX Code
C. Integration Procedures
D. FlexCards
E. Business Rules Engine

Solutions: