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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A) The administrator did not assign the Mortgage permission set to the user.
B) The user does not have "Mortgage User" checked in their user record.
C) The Residential Loan Application flow was not enabled in the setup.
D) The administrator did not enable "Allow Mortgage Access" in Setup.

2. Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

A) Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
B) Implement Financial Service Cloud in the existing org (Brow Field).
C) Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.
D) Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new 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) An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
B) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
C) Word document telling the story of the process from the user's perspective
D) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide

4. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

A) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
B) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
C) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
D) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

5. Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A) Build custom Lightning pages that correspond to each stage of the business process.
B) Use flows to remove the neea for complex Lightning pages.
C) Configure Dynamic Lightning pages.
D) Enable In-App Guidance to provide walk-throughs.
E) Configure Dynamic Actions for Lightning pages.

Solutions: