Salesforce Financial Services Cloud Accredited Professional - AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

A) Setup > Custom Code > Static Resources
B) Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
C) Setup > User Interface > icons > Life Events and Business Milestones
D) Setup > Financial Services > Icons > Life Events and Business Milestones

2. Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

A) Create an Account-Account Relationship between the Addams Family Trust and the attorney.
B) Create an Account-Contact relationship between the Adams Household and the attorney.
C) Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
D) Create an Account-Account relationship between the Adams Household and the attorney

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

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

4. Which three insurance processes are managed by the Policy Administration component?

A) Approvals
B) Endorsements
C) Commissions
D) Payments
E) Underwriting

5. Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A) Standard Household
B) Account with Record Type = Business
C) Custom Relationship Group
D) Contact-Contact Relationship

Solutions: