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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A) Configure your Person Account record types m the Indrvidual Record Type Mapper.
B) Enable 'Individual to Person Account Migration' in Custom Settings.
C) Ensure Person Accounts is enabled on the org
D) Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
E) Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records

2. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A) Interaction Participant
B) Interaction Summary Participant
C) Financial DealParticipant
D) Participant Role
E) Opportunity Participant

3. Which three referral metrics aretracked with custom components included in Financial Services Cloud?

A) Referrals Assigned to me
B) Web to Lead Referrals
C) My Approved Referrals
D) My Top Referrers
E) Expressed interests

4. What actions can a Wealth Advisor take from the Life Events card7

A) Create Opportunity
B) Open an Account
C) Create Lead & Referral
D) Request Record Approval
E) Create Case

5. Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

A) Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
B) Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
C) Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.
D) Implement Financial Service Cloud in the existing org (Brow Field).

Solutions: