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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?

A. Use a third party from AppExchange add-on to implement currency conversions.
B. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
C. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
D. Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

Question 2

What step is required to give users access to the FinancialServices Cloud Commercial Banking features?

A. Update theuser profiles to give users access to Financial Services Cloud objects
B. Assign permission sets to give users access to the Commercial Banking Console Lightning app.
C. Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
D. Install the Commercial Banking Managed Package

Question 3

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

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

Question 4

Which two statements are true about Group Membership in Financial Services Cloud?

A. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
B. With Group Membership settings you can define if a Group is the member's primaryGroup.
C. Group Membership is modeled using the Account-Group Relationship object.
D. Group Membership defines the role of the member within the Group.

Question 5

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Accepting a Referral
B. Assigning a Referral
C. Referral Conversion
D. Referral Automated Approvals
E. Round Robin Referral Routing

Solutions: