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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)

A) Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
B) Assign the Individual record type to the user profiles.
C) Remove Person Account record types from the Individual Record Type Mapper.
D) Assign the Person Account record type to the user profiles.
E) Disable the Person Account custom setting.

2. Which three processes are part of Claims Management?

A) Auto Adjudication
B) Underwriting
C) Payment
D) Reserve Management
E) Quoting

3. During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

A) In a household, each of the household members is modeled as a Person Account and the household ismodeled as an Account.
B) Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
C) In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
D) Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.
E) Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.

4. A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A) Reciprocal roles have not been created in the org.
B) The user should be using the Member Relationship button under the Actionable Relationship Center.
C) The user should be using the Edit Group button to access reciprocal roles.
D) Sharing rules have not beenset up for reciprocal roles.

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

Solutions: