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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A) Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
B) The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
C) An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
D) RBL rules do not require a lot of processing power.
E) Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

2. The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

A) Peer
B) Group
C) Family
D) Trust
E) Member

3. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
B) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
C) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
D) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
E) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans

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

5. The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

A) Lightning Record Pages
B) Search Layout
C) Page Layout
D) Compact Layout
E) Field Sets

Solutions: