Salesforce AP-208

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Propositional trend analysis is accurate

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Repeated consolidation exercise

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?

A) Process Builder to create automatl&Socument requests for missing items
B) An APEX solution to leverage the SendMail capabilities of Salesforce
C) A Marketing Cloud integration to manage client communications
D) The Send Documents flow for Retail Banking

2. A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A) Configure Individual Record Type Mapper" custom metadata.
B) Create a record type on the Contact object.
C) Enable "Use Person Account" custom setting.
D) Create custom fields on the Person Account object.

3. What step is required to give users access to the FinancialServices Cloud Commercial Banking features?

A) Update theuser profiles to give users access to Financial Services Cloud objects
B) Install the Commercial Banking Managed Package
C) Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
D) Assign permission sets to give users access to the Commercial Banking Console Lightning app.

4. A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A) DataRaptor
B) OmniStudio Action Document Generation
C) Integration Procedure
D) Calculation Procedure

5. Which two statements are true for a Group inFinancial Services Cloud?

A) A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
B) Financial Services Cloud includes a group record type for households
C) A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
D) Financial Services Cloud includes a group record type for businesses

Solutions: