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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A. Industry Integration Solutions with the MuleSoft Anypoint Platform
B. Data Consumption Framework
C. OmniStudio DataRaptors
D. Data Processing Engine
E. OmniStudio Integration Procedures

Question 2

How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
B. Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
C. Select Use FlexCard from the node Display tab to show the node in a FlexCar
D. Reference the FlexCard in the Display properties of the custom ARC relationship graph.

Question 3

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

A. Single event types
B. Once-in-a-Lifetime event types
C. Special event types
D. Unique event types

Question 4

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.
B. If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
C. If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
D. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

Question 5

Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

A. Web to-Lead
B. Einstein Lead Scoring
C. Lead Routing
D. Lead Approval
E. Lead Assignment Rules

Solutions: