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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A) An integration User and Integration Profile to enable the connection
B) Objects and fields to store the data
C) A flow to get the data into Salesforce
D) A Lightning web component to restrict data from users

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

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) Family
B) Peer
C) Member
D) Group
E) Trust

4. Which two statements are true about Group Membership in Financial Services Cloud?

A) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
B) With Group Membership settings you can define if a Group is the member's primaryGroup.
C) Group Membership is modeled using the Account-Group Relationship object.
D) Group Membership defines the role of the member within the Group.

5. An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?

A) The import will succeed, and the administrator will be named as the default Account Owner.
B) The import will succeed, and the administrator will be prompted to select a user.
C) The import will succeed, and the Account Owner field will be left blank.
D) The import will fail, since all records in Salesforce must have an owner.

Solutions: