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Online app version available

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Holding a certification in a certain field definitely shows that one have a good command of the AP-208 knowledge and professional skills in the related field. However, it is universally accepted that the majority of the candidates for the Financial Services Cloud Accredited Professional exam are those who do not have enough spare time and are not able to study in the most efficient way.

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

A) to the Household where the client is the primary member
B) to all the parent households and groups
C) to the household selected by the advisor for record rollups.
D) to the household with the client's primary address

2. An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

A) Engagement Interaction
B) Notes
C) Events
D) Interaction Summary

3. A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A) When the user defines the custom report type, Topics should be selected as the Primary Object.
B) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
C) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
D) The user must build a report using the Topics object to view Interest Tags in the report.

4. 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) A Lightning web component to restrict data from users
C) Objects and fields to store the data
D) A flow to get the data into Salesforce

5. Which three record type options should an advisor configure for a Lead object configuration?

A) Retirement Planning
B) Adjustments
C) Referral
D) Opportunity
E) General

Solutions: