Salesforce Financial Services Cloud Accredited Professional (AP-208) - Salesforce - Free Practice

1

Question

[Financial Accounts, Rollups, and Referrals] An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.

What should the administrator configure to meet the requirement?

Options

A To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.

B Client-level records are aggregated by setting up client-level rollups to all primary group members.

C When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

D To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.

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2

Question

[FSC Features and Functionality] Our Personal Banker Hank Burton wants to encourage his customers to provide required documents
for a loan application. He creates Document Checklist Items that help his customers to manage file
uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

Select 3

Options

A Opportunity

B Residential Loan Application

C Lead

D Account

E Contact

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3

Question

[FSC Features and Functionality] A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.

Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

Options

A Enable and implement the iate Regulation checkbox on the client record to track their request.

B Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.

C Integrate the Consent object with their Consent Platform to track it in Salesforce.

D Implement Consent Management for Financial Services Cloud.

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4

Question

[FSC Features and Functionality] The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

Options

A To use a Flow, a user must have access to the underlying object and its field

B To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.

C To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.

D Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.

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5

Question

[FSC Features and Functionality] Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

Select 3

Options

A Link multiple owners to the business entity as a Group

B Enable Relationship Group Hierarchy in Custom Metadata

C Capture the majority owner as parent account using Account hierarchy

D LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner

E Add the Business record type to the Group record type mapper

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Salesforce Financial Services Cloud Accredited Professional (AP-208) - Salesforce Exam Questions

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