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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to interest tags?

A) FSC Extension permission set
B) FSC Foundations permission set
C) FSC Basic permission set
D) FSC Standard permission set

2. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A) Create a Financial Account sharing rule based on record owner.
B) Create an Account sharing rule based on record owner.
C) Create Account sharing rules based on criteria.
D) Create a Financial Account sharing rule based on criteri

3. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A) Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
B) Enable 'Individual to Person Account Migration' in Custom Settings.
C) Configure your Person Account record types m the Indrvidual Record Type Mapper.
D) Ensure Person Accounts is enabled on the org
E) Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records

4. Which three record type options should an advisor configure for a Lead object configuration?

A) Referral
B) Retirement Planning
C) General
D) Adjustments
E) Opportunity

5. A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A) Design the solution using the Financial Services Cloud components.
B) Create a visual flow diagram.
C) Determine the best e-sigTiature solution to use.
D) Document the business process flows.
E) Understandthe journey!for the multiple personas involved in the process.

Solutions: