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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A) Integration Procedure
B) OmniStudio Action Document Generation
C) Calculation Procedure
D) DataRaptor

2. One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A) Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
B) The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
C) When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
D) Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.

3. During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokersshould never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?

A) The Broker Assistant should bemodeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.
B) The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.
C) Brokers should be modeled as Contact and the Broker company should be modeled as Account,even if they're a legal entity '-' individually.
D) Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.

4. How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A) Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
B) Create a formula field and add it to the Account page layout
C) Financial Goalscan not be summarized at the household level.
D) Add a custom Rollup By Lookup (RBL) rule.

5. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A) User ID
B) Org ID
C) External ID
D) Data Load ID

Solutions: