Salesforce Accredited Professional AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A) The Admin can change the color of important life events to red.
B) The user can customize the order of life events to be set in chronological order
C) The Admin can customize the order of life events to be set in chronological order.
D) The user can change the color of important life events to red.

2. Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A) Assets & Liabilities
B) Case
C) Account
D) Opportunity
E) Financial Account

3. Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

A) Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
B) When you work with Action Plans, you first create Action Plan Templates
C) Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
D) Action Plans can be used to schedule appointments with the Bankers
E) Action Plans require a monthly license fee per user

4. Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A) Client Segmentation
B) Financial Services Cloud Standard
C) Financial Service Cloud Extension
D) Financial Service Cloud Basic

5. An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A) Create an Action Plan Template for capturing beneficiary data and payment information.
B) Install an Insurance Data AppExchange package.
C) Utilize Insurance Flow Templates.
D) Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.

Solutions: