Salesforce Accredited Professional AP-208

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A) Create an Account sharing rule based on record owner.
B) Create a Financial Account sharing rule based on criteri
C) Create Account sharing rules based on criteria.
D) Create a Financial Account sharing rule based on record owner.

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

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

3. A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A) Document the business process flows.
B) Design the solution using the Financial Services Cloud components.
C) Understandthe journey!for the multiple personas involved in the process.
D) Create a visual flow diagram.
E) Determine the best e-sigTiature solution to use.

4. Which three processes are part of Claims Management?

A) Underwriting
B) Reserve Management
C) Auto Adjudication
D) Payment
E) Quoting

5. Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?

A) Billing
B) Financial Goal
C) Revenue
D) Financial Holding
E) Inheritance

Solutions: