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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What step is required to give users access to the FinancialServices Cloud Commercial Banking features?

A) Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
B) Install the Commercial Banking Managed Package
C) Assign permission sets to give users access to the Commercial Banking Console Lightning app.
D) Update theuser profiles to give users access to Financial Services Cloud objects

2. A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A) When the user defines the custom report type, Topics should be selected as the Primary Object.
B) The user must build a report using the Topics object to view Interest Tags in the report.
C) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
D) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

3. A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

A) To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.
B) After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
/analysis.
C) The administrator can ask the business manager on the investment bank team to review the file directly.
D) As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

4. Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A) For each user, the user currency must correspond to the default currency for the user's locale
B) When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
C) The Salesforce Admin can enable or disable multiple currencies if needed
D) When multicurrency is enabled in FSC. advanced currencymanagement is also available

5. How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A) The Admin can customize the order of life events to be set in chronological order.
B) The user can change the color of important life events to red.
C) The user can customize the order of life events to be set in chronological order
D) The Admin can change the color of important life events to red.

Solutions: