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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
B. Ensure Person Accounts is enabled on the org
C. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
D. Configure your Person Account record types m the Indrvidual Record Type Mapper.
E. Enable 'Individual to Person Account Migration' in Custom Settings.

Question 2

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. Remove user's ability to create one-time events
B. Create a validation rule that will stop the user if they attempt to add 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. Create an Apex trigger that will prevent the saving of multiple one-time events

Question 3

The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A. Ensure that the member is the Primary Member in that Household
B. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
C. EnsureRollUpByLookup Configuration is Active
D. Ensure the Primary Group flag in the Account record is checked.
E. Ensure the reported Household is the Primary Group for the member

Question 4

The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
B. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
C. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
D. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
E. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale

Question 5

Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?

A. FSC Foundations permission set
B. FSC Standard permission set
C. OmniStudio Admin permission set
D. OmniStudio User permission set
E. FSC Basic permission set

Solutions: