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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
B) When the user defines the custom report type, Topics should be selected as the Primary Object.
C) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
D) The user must build a report using the Topics object to view Interest Tags in the report.

2. What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

A) Contact-Contact Relationship and the Reciprocal Rote
B) Reciprocal Role
C) Account-Contact Relationship and the Reciprocal Role
D) Account-Account Relationship

3. Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

A) Setup > Financial Services > Icons > Life Events and Business Milestones
B) Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
C) Setup > User Interface > icons > Life Events and Business Milestones
D) Setup > Custom Code > Static Resources

4. Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

A) Actionable Relationship Center (ARC), an advanced visualization engine
B) Financial Services Cloud Einstein
C) Data Visualization with Marketing Cloud Intelligence
D) Data Filtering and Sorting in Tableau Desktop

5. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

A) OmniScripts
B) Integration Procedures
C) Business Rules Engine
D) FlexCards
E) APEX Code

Solutions: