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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A) Opportunity Participant
B) Participant Role
C) Financial DealParticipant
D) Interaction Summary Participant
E) Interaction Participant

2. What are two language-related limitations of Financial Services Cloud?

A) Predefined reciprocal roles are available only in English.
B) Referral record type labels are supported only in English.
C) Flows are available only in English.
D) Custom component labels are supported only in English.

3. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A) A Lightning web component to restrict data from users
B) An integration User and Integration Profile to enable the connection
C) Objects and fields to store the data
D) A flow to get the data into Salesforce

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

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

5. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A) Assign the record type to users.
B) Create a custom Referral object.
C) Create a new referral record type mapper record.
D) Create a new record type Referral' on the Lead object.
E) Update the lead page layout.

Solutions: