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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A) Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
B) Create custom components to provide a single view of the client.
C) Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
D) Link individuals using related contacts to link duplicate client records
E) Create a custom Person Account hierarchy to link duplicate client records.

2. What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

A) The Flow users require a Flow Permission Set License.
B) Use Field Level Security on Milestones
C) Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
D) Flow for Financial Service Cloud is not available for the Individual Object Model.

3. Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

A) The current implementation is using a product-centric view and the bank wants to move to a customer- centric view.
B) Existing business capabilities and processes can be redesigned to deliver a higher business impact
C) The bank wants to use this project as an opportunity toretire customization
D) Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
E) The bank has limited redesign opportunities for business capabilities.

4. A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A) Quote, Rate, and Apply
B) Quote Creathqn Toolbox
C) MobileClaimSubmission
D) Claims Management
E) Policy Administration

5. The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?

A) Map additional owners using theActionable Relationship Center.
B) Create lookup fields on the Financial Account object to support additional owners
C) Map additional owners using the Financial Account Role.
D) Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.

Solutions: