3 versions for the client to choose

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A) Create a custom Referral object.
B) Update the lead page layout.
C) Assign the record type to users.
D) Create a new record type Referral' on the Lead object.
E) Create a new referral record type mapper record.

2. An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A) Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
B) Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
C) Primary Group -two individuals cannot designate the same Household as their Primary Group.
D) Spouse is not a valid Role within a Group.

3. Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A) Financial Service Cloud Basic
B) Client Segmentation
C) Financial Services Cloud Standard
D) Financial Service Cloud Extension

4. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

A) Integration Procedures
B) FlexCards
C) OmniScripts
D) APEX Code
E) Business Rules Engine

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) Admin users have to be assigned the Action Plans permission set.
B) Feedtracking has to be enabled for the Action Plan object.
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: