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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. 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) Feedtracking has to be enabled for the Action Plan object.
B) Chatter has to be enabled for Action Plans via Chatter settings in setup.
C) Admin users have to be assigned the Action Plans permission set.
D) Salesforce is yet to roll out Chatter for the Action Plan object.

2. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A) Account Contact Relationship object
B) Account object - Businessrecord type
C) Account Account Relationship object
D) Contact object
E) Account object - Household record type

3. 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) All opportunity participant records are delete
C) The share table records are deleted.
D) The opportunity participant records are not deleted.

4. The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?

A) Edit the published Action Plan Template directly.
B) Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.
C) Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.

5. 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

Solutions: