Salesforce Accredited Professional AP-208

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

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

2. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Feedtracking has to be enabled for the Action Plan object.
B) Admin users have to be assigned the Action Plans permission set.
C) Salesforce is yet to roll out Chatter for the Action Plan object.
D) Chatter has to be enabled for Action Plans via Chatter settings in setup.

3. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A) Round Robin Referral Routing
B) Assigning a Referral
C) Referral Automated Approvals
D) Accepting a Referral
E) Referral Conversion

4. A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

A) Create a new Contact Reciprocal Role for the required value.
B) Create a new Account Reciprocal Role for the required value.
C) Update the Role picklist on the Account-Account Relationship object with new value.
D) Update the Role picklist on the Account-(?ontact Relationship object with new value.

5. One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A) When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
B) Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
C) The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
D) Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

Solutions: