Salesforce AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A) Train account owners to create required tasks periodically and setdue dates for tracking.
B) Run a nightly process to create tasks and assign them to account owners for follow-ups
C) Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
D) Use Lightning Scheduler to periodically schedule tasks for account owners.

2. Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?

A) Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
B) Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
C) Use a third party from AppExchange add-on to implement currency conversions.
D) Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

3. A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A) Use a CSV file with the data created and use Data Loader to map to the correct field
B) Create a junction object between the external system and the new customer object where the data will reside
C) Ensure custom metadata is configured and each custom metadata record details where the data will be sent
D) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

4. A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

A) FSC Extension permission set license
B) FSC Foundations permission set license
C) FSC Basic permission set license
D) FSC Standard permission set license

5. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

A) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
B) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
C) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
D) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.

Solutions: