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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Specific User
B) Action Plan Creator
C) Queues
D) Account Team
E) Role

2. Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

A) The Salesforce Admin can manage sensitive Life Events using Permission Sets.
B) The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
C) The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
D) The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

3. A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

A) To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.
B) The administrator can ask the business manager on the investment bank team to review the file directly.
C) After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
/analysis.
D) As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

4. Which three related lists are visible within the Actionable Relationship Center associated with the Account object?

A) Financial Holdings
B) HouseholdFinancial Accounts
C) Client Financial Goals
D) Cases
E) Notes and Attachments

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

Solutions: