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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A. If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
B. If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
C. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.
D. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

Question 2

What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A. Referrals Rollups
B. Group Member Referrals
C. Referral Scoring
D. ReferralGroup Process Builder

Question 3

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
B. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?
C. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
D. Role Hierarchy-based sharing is disabled bydefault in CDS.
E. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.

Question 4

A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A. Ensure custom metadata is configured and each custom metadata record details where the data will be sent
B. Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
C. Create a junction object between the external system and the new customer object where the data will reside
D. Use a CSV file with the data created and use Data Loader to map to the correct field

Question 5

A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A. Create a screen flow.
B. Create an OmniScript flow.
C. Create a Canvas application for the Authentication module.
D. Create a Lightning web component.

Solutions: