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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A) External ID
B) Org ID
C) User ID
D) Data Load ID

2. A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?

A) Ensure each individual account to be converted is not a parent account of any other account records.
B) Update all opportunities linked to individual account records to be owned by the individual account record's owner.
C) Ensure each account.phone field in the individual account record is blank.
D) Test out the conversion in a sandbox, including all integrations and customizations.
E) Ensure all individual account records to be converted are only linked to exactly one contact record.

3. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A) An RBL rule displays summary calculations of financial account information, such as account balances.
B) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
C) Rollups for multiple joint owners are not supported
D) RBL calculations can notbe disabled when importing data into your Salesforce org.
E) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

4. A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A) The user should be using the Member Relationship button under the Actionable Relationship Center.
B) Sharing rules have not beenset up for reciprocal roles.
C) Reciprocal roles have not been created in the org.
D) The user should be using the Edit Group button to access reciprocal roles.

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

Solutions: