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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A. Specific User
B. Role
C. Account Team
D. Queues
E. Action Plan Creator

Question 2

Which three things must an admin keep in mind when creating Action Plan Templates'5

A. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
B. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
C. When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
D. The Action Plan Template permission set must be added to all users that wantto use Action Plans.
E. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

Question 3

Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

A. Einstein Lead Scoring
B. Lead Assignment Rules
C. Web to-Lead
D. Lead Approval
E. Lead Routing

Question 4

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

Question 5

A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A. Create a visual flow diagram.
B. Document the business process flows.
C. Determine the best e-sigTiature solution to use.
D. Design the solution using the Financial Services Cloud components.
E. Understandthe journey!for the multiple personas involved in the process.

Solutions: