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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Skip Non-Work Days For Tasks
B) Sync with Company Calendar
C) Skip Non-Work Days for Deadlines
D) Skip Non-Work Days for Action Plans

2. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Salesforce is yet to roll out Chatter for the Action Plan object.
B) Feedtracking has to be enabled for the Action Plan object.
C) Admin users have to be assigned the Action Plans permission set.
D) Chatter has to be enabled for Action Plans via Chatter settings in setup.

3. Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

A) Write a trigger to create Referrals from a 'Create Referral* button.
B) Use
C) Use the Case process and create Cases with Case Type 'Referrar'.
D) Use Global Action To create Referrals.

4. Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?

A) Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
B) Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
C) Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
D) Use a third party from AppExchange add-on to implement currency conversions.

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

Solutions: