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

2. A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A) DataRaptor
B) OmniStudio Action Document Generation
C) Integration Procedure
D) Calculation Procedure

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

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

4. How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

A) Remove the Event or Milestone from the Lightning Component in the Developer Console.
B) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
C) Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
D) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.

5. An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

A) To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
B) To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
C) When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
D) Client-level records are aggregated by setting up client-level rollups to all primary group members.

Solutions: