Salesforce Financial Services Cloud Accredited Professional : AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A) When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
B) When multicurrency is enabled in FSC. advanced currencymanagement is also available
C) The Salesforce Admin can enable or disable multiple currencies if needed
D) For each user, the user currency must correspond to the default currency for the user's locale

2. The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A) Request a Salesforce developer org.
B) Purchase one license of Financial Services Cloud and install it in a production org.
C) Request a 30-day Financial Services Cloud trial org
D) Spin up a Salesforce sandbox org.

3. A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A) Word document telling the story of the process from the user's perspective
B) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide
C) An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
D) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes

4. Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

A) Enable Compliant Data Sharing for Interaction Summaries.
B) Enable Compliant Data Sharing for Interactions.
C) Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
D) Use Interaction Summary Participants to provide the right access to individuals or groups.
E) Disable Role-Hierarchy-Based Sharing for Engagement Interactions.

5. Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

A) Data Raptor Extract
B) Integration Procedure
C) APEX classes
D) Streaming API

Solutions: