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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

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

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. To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

A) Go to Custom Settings and edit the Industries Settings
B) Enable Communities
C) Register a subdomam using the My Domain wizard and then deploy it
D) Open a case withSalesforce Support

4. What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A) Referrals Rollups
B) Referral Scoring
C) ReferralGroup Process Builder
D) Group Member Referrals

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

Solutions: