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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A) Action Plans can speed up the collection of a list of documents needed for the loan application
B) Action Plans create repeatable tasks and automate the task sequences when executed
C) When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
D) Action Plans can automatically schedule the next appointment with the Advisor.
E) Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

2. A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A) If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
B) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.
C) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
D) If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.

3. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A) Create a new referral record type mapper record.
B) Assign the record type to users.
C) Create a custom Referral object.
D) Create a new record type Referral' on the Lead object.
E) Update the lead page layout.

4. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

A) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
B) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
C) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
D) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.

5. 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) 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.
B) 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.
C) The administrator can ask the business manager on the investment bank team to review the file directly.
D) 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.

Solutions: