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Salesforce Accredited Professional AP-208 Financial Services Cloud Accredited Professional Exams
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 2: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 3: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 4: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Topic 5: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?
A. OmniStudio Integration Procedures
B. Data Consumption Framework
C. OmniStudio DataRaptors
D. Industry Integration Solutions with the MuleSoft Anypoint Platform
E. Data Processing Engine
Question 2
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
A. Client Segmentation
B. Financial Service Cloud Extension
C. Financial Service Cloud Basic
D. Financial Services Cloud Standard
Question 3
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?
A. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
B. Use Interaction Summary Participants to provide the right access to individuals or groups.
C. Enable Compliant Data Sharing for Interactions.
D. Enable Compliant Data Sharing for Interaction Summaries.
E. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
Question 4
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?
A. Client onboarding
B. Performance reporting
C. Opportunity management
D. Financial accounts management
Question 5
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
A. Grant users access to the Financial Account object with permission set
B. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
C. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
D. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.
Solutions:
| Question 1 Answer: A,C,D | Question 2 Answer: C | Question 3 Answer: B,D,E | Question 4 Answer: D | Question 5 Answer: A,C |
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