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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

A) Create a validation rule that will stop the user if they attempt to add multiple one-time events.
B) Create an Apex trigger that will prevent the saving of multiple one-time events
C) Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
D) Remove user's ability to create one-time events

2. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A) Create Account sharing rules based on criteria.
B) Create an Account sharing rule based on record owner.
C) Create a Financial Account sharing rule based on criteri
D) Create a Financial Account sharing rule based on record owner.

3. Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

A) Create an Account-Contact relationship between the Adams Household and the attorney.
B) Create an Account-Account relationship between the Adams Household and the attorney
C) Create an Account-Account Relationship between the Addams Family Trust and the attorney.
D) Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.

4. During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A) Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
B) Role Hierarchy-based sharing is disabled bydefault in CDS.
C) In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
D) Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
E) A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?

5. The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A) To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
B) To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.
C) To use a Flow, a user must have access to the underlying object and its field
D) Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.

Solutions: