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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

A) The Action Plan Template permission set must be added to all users that wantto use Action Plans.
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) 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.
E) When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

2. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A) Assign the integration user to the System Administrator profile.
B) Update the System Administrator profile to include the API Only User.
C) Create a dedicated Integration User.
D) Create a new customprofile and ensure API Only is selected.

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

4. Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

A) APEX classes
B) Streaming API
C) Data Raptor Extract
D) Integration Procedure

5. A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A) Create a Lightning web component.
B) Create a screen flow.
C) Create a Canvas application for the Authentication module.
D) Create an OmniScript flow.

Solutions: