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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

A) Financial Services Cloud Standard
B) Mortgage
C) Lightning Scheduler Resource
D) Action Plans
E) FSC Insurance

2. How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A) Financial Goalscan not be summarized at the household level.
B) Add a custom Rollup By Lookup (RBL) rule.
C) Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
D) Create a formula field and add it to the Account page layout

3. A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?

A) If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
B) If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.
C) If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
D) If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.

4. If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

A) to the household with the client's primary address
B) to the household selected by the advisor for record rollups.
C) to the Household where the client is the primary member
D) to all the parent households and groups

5. What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

A) Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
B) Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
C) Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
D) Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
E) Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

Solutions: