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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A) Sharetable records need to be manually deleted.
B) The opportunity participant records are not deleted.
C) The share table records are deleted.
D) All opportunity participant records are delete

2. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

A) The Referral Score updated when a referral is convened to an Opportunity or closed.
B) The Referral Score updated when a referral is assigned from the queue to a user.
C) The Referral Score updated when an opportunity associated with the Referral is Closed Won
D) The Referral Score updated when a lead is created using the referralrecord type.

3. 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) Create a junction object between the external system and the new customer object where the data will reside
C) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
D) Use a CSV file with the data created and use Data Loader to map to the correct field

4. What actions can a Wealth Advisor take from the Life Events card7

A) Request Record Approval
B) Create Lead & Referral
C) Create Case
D) Create Opportunity
E) Open an Account

5. Which of the following objects do support Group-Level Rollups?

A) Tasks
B) Financial Accounts
C) Opportunities
D) Action Plans
E) Alerts

Solutions: