Financial Services Cloud Accredited Professional AP-208 exam vce dumps preparation

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

2. How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

A) Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
B) An administrator is logged in to 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.
C) Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
D) Assuming there are no other issues, what should happenwhen the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.

3. Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

A) ARC is certified to work with Person Accounts and Individual Accounts.
B) To enable users to see the ARC, you will need to add the component for ARC to the page layout.
C) The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
D) The Association Type picklist controls the account-account relationship that display in the ARC.
E) ARC displays up to 5 related lists that have a configured compact layout.

4. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) Einstein Analytics for Financial Services
B) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
C) The managed extension package for intelligent Need-Based Referrals and Scoring
D) Salesforce CRM Dashboards

5. The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?

A) Edit the published Action Plan Template directly.
B) Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
C) Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.

Solutions: