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Salesforce AP-208 Exam Syllabus Topics:

Section	Objectives
Topic 1: Client and Customer Management	- Relationship Groups and role modeling - Client lifecycle management processes
Topic 2: Security, Reporting, and Integration	- Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models
Topic 3: Financial Services Cloud Fundamentals	- Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud
Topic 4: Data Model and Architecture	- Accounts, Contacts, Households, and Relationships - Financial accounts and household structures
Topic 5: Financial Services Processes	- Wealth and insurance workflows - Sales and service process automation

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question #1

Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?

A. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
B. Franchise users canhave multiple roles in the hierarchy.
C. Salesforce FSC only allows 1,024 public groups.
D. The administrator can define up to 300 total sharing rules for each object.

Answer: D

Explanation: Only visible for Test4Engine members. You can sign-up / login (it's free).

Question #2

For which three objects are Rollup By Lookup (RBL) summaries are available?

A. Financial Accounts
B. Assets and Liabilities
C. Contacts
D. Life Events
E. Claims

Answer: A,B,C

Explanation: Only visible for Test4Engine members. You can sign-up / login (it's free).

Question #3

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

A. The bank has limited redesign opportunities for business capabilities.
B. The bank wants to use this project as an opportunity toretire customization
C. Existing business capabilities and processes can be redesigned to deliver a higher business impact
D. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
E. The current implementation is using a product-centric view and the bank wants to move to a customer- centric view.

Answer: B,C,E

Explanation: Only visible for Test4Engine members. You can sign-up / login (it's free).

Question #4

Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?