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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A) Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals
B) Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
C) Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions
D) Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions

2. Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A) The opportunity participant records are not deleted.
B) The share table records are deleted.
C) All opportunity participant records are delete
D) Sharetable records need to be manually deleted.

3. Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

A) Discovery Framework
B) Lightning Experience for Financial Services Cloud
C) Einstein Relationship Insights
D) Custom Domain

4. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Admin users have to be assigned the Action Plans permission set.
B) Salesforce is yet to roll out Chatter for the Action Plan object.
C) Feedtracking has to be enabled for the Action Plan object.
D) Chatter has to be enabled for Action Plans via Chatter settings in setup.

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

Solutions: