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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

A. Lightning Record Pages
B. Search Layout
C. Compact Layout
D. Field Sets
E. Page Layout

Question 2

A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A. MobileClaimSubmission
B. Quote Creathqn Toolbox
C. Policy Administration
D. Quote, Rate, and Apply
E. Claims Management

Question 3

The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?

A. Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.
B. Edit the published Action Plan Template directly.
C. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.

Question 4

Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A. Cases
B. Notes and Attachments
C. Financial Holdings
D. Client Financial Goals
E. Household Financial Accounts

Question 5

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A. User ID
B. External ID
C. Org ID
D. Data Load ID

Solutions: