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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A. Create a Referral for the Banker for an Education Savings Account
B. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
C. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
D. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
E. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

Question 2

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 change the color of important life events to red.
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 customize the order of life events to be set in chronological order

Question 3

Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

A. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
B. Enable Compliant Data Sharing for Interaction Summaries.
C. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
D. Use Interaction Summary Participants to provide the right access to individuals or groups.
E. Enable Compliant Data Sharing for Interactions.

Question 4

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

Question 5

The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?

A. CDS can only be applied to FSC objects and Account and Opportunity objects.
B. CDS in FSC allows record owners to grant access to their records to other FSC users.
C. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
D. Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,
E. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.

Solutions: