Salesforce AP-208 real dump : Financial Services Cloud Accredited Professional

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

A. Apex Tnggers on the task object
B. Workflow Rules/Process Builder
C. Action Plans
D. Flows

Question 2

An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
B. Primary Group -two individuals cannot designate the same Household as their Primary Group.
C. Spouse is not a valid Role within a Group.
D. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.

Question 3

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

Question 4

If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

A. to the household selected by the advisor for record rollups.
B. to the household with the client's primary address
C. to the Household where the client is the primary member
D. to all the parent households and groups

Question 5

Which three record type options should an advisor configure for a Lead object configuration?

A. Opportunity
B. General
C. Retirement Planning
D. Adjustments
E. Referral

Solutions: