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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?

A) Ensure each account.phone field in the individual account record is blank.
B) Ensure each individual account to be converted is not a parent account of any other account records.
C) Update all opportunities linked to individual account records to be owned by the individual account record's owner.
D) Test out the conversion in a sandbox, including all integrations and customizations.
E) Ensure all individual account records to be converted are only linked to exactly one contact record.

2. An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

A) Received Document
B) Identification Document
C) Document Checklist Item
D) Identity Document

3. Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A) Contact-Contact Relationship
B) Custom Relationship Group
C) Standard Household
D) Account with Record Type = Business

4. Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

A) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
B) Coordinate multiple flows and assign them to multiple teams or individuals.
C) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
D) Perform an operation for more records than schedule-triggered flows allow

5. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

A) Use the 'task creator' tool to create a new task and associate with the existing Action Plan
B) Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
C) Create an independent Task not related to original Action Plan
D) Usethe Action Plan item feature to add an additional task to a published Action Plan.

Solutions: