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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Creating a client record via Salesforce Inbox is not supported.
B) Person Accounts cannot be disabled once they were enabled
C) Person Accounts can be enabled and disabled only by contacting Salesforce Support
D) AppExchange packages will not work if Person Accounts are enabled

2. A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to interest tags?

A) FSC Extension permission set
B) FSC Basic permission set
C) FSC Standard permission set
D) FSC Foundations permission set

3. A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

A) Update the Role picklist on the Account-(?ontact Relationship object with new value.
B) Create a new Contact Reciprocal Role for the required value.
C) Update the Role picklist on the Account-Account Relationship object with new value.
D) Create a new Account Reciprocal Role for the required value.

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

5. Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A) Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
B) Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
C) Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
D) Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

Solutions: