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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A. Ensure Person Accounts is enabled on the org
B. Enable 'Individual to Person Account Migration' in Custom Settings.
C. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
D. Configure your Person Account record types m the Indrvidual Record Type Mapper.
E. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

Question 2

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

A. Unique event types
B. Single event types
C. Once-in-a-Lifetime event types
D. Special event types

Question 3

The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

A. Peer
B. Family
C. Trust
D. Group
E. Member

Question 4

A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
B. Word document telling the story of the process from the user's perspective
C. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
D. A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide

Question 5

A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

A. Object: Financial Account; Field: Joint Owner
B. Object: Account-Account Relationship; Field: Related Role
C. Object: Financial Account; Field: Primary Owner
D. Object: Financial Account Role; Field: Role

Solutions: