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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

A. Financial Services Cloud Einstein
B. Actionable Relationship Center (ARC), an advanced visualization engine
C. Data Filtering and Sorting in Tableau Desktop
D. Data Visualization with Marketing Cloud Intelligence

Question 2

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A. Request a Salesforce developer org.
B. Purchase one license of Financial Services Cloud and install it in a production org.
C. Request a 30-day Financial Services Cloud trial org
D. Spin up a Salesforce sandbox org.

Question 3

To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

A. Register a subdomam using the My Domain wizard and then deploy it
B. Go to Custom Settings and edit the Industries Settings
C. Open a case withSalesforce Support
D. Enable Communities

Question 4

Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
B. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
C. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
D. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

Question 5

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

A. The current implementation is using a product-centric view and the bank wants to move to a customer- centric view.
B. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
C. Existing business capabilities and processes can be redesigned to deliver a higher business impact
D. The bank has limited redesign opportunities for business capabilities.
E. The bank wants to use this project as an opportunity toretire customization

Solutions: