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Salesforce AP-208 Exam Syllabus Topics:

Section	Objectives
Topic 1: Data Model and Architecture	- Financial accounts and household structures - Accounts, Contacts, Households, and Relationships
Topic 2: Financial Services Cloud Fundamentals	- Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud
Topic 3: Financial Services Processes	- Sales and service process automation - Wealth and insurance workflows
Topic 4: Client and Customer Management	- Relationship Groups and role modeling - Client lifecycle management processes
Topic 5: Security, Reporting, and Integration	- Integration with Salesforce ecosystem tools - Data security and sharing models - Reporting and dashboards in Financial Services Cloud

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Salesforce Financial Services Cloud Accredited Professional AP-208 Prüfungsfragen mit Lösungen (Q159-Q164):

159. Frage
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

A. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
B. Action Plans require a monthly license fee per user
C. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
D. Action Plans can be used to schedule appointments with the Bankers
E. When you work with Action Plans, you first create Action Plan Templates

Antwort: A,C,E

Begründung:
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasksthat define a common clientprocess1.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plancreator, or account team1. Verified References: 1

160. Frage
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

A. to the Household where the client is the primary member
B. to the household with the client's primary address
C. to all the parent households and groups
D. to the household selected by the advisor for record rollups.

Antwort: D

Begründung:
If a client is associated with more than one Household or Group, their records will get rolled up to the household selected by the advisor for record rollups. A Household or Group is a construct in Financial Services Cloud thatallows you to group related accounts together and view their aggregated financial data and activities. A client can belong to multiple Households or Groups, but only one of them can be selected as their primary Group for record rollups. The primary Groupdetermines which Household or Group will display the client's records in its summary components or related lists. The advisor can select or change the primary Group for a client using the Primary Group field on the client's record page. Verified References: : Salesforce Help Article 6

161. Frage
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A. Sharing rules have not beenset up for reciprocal roles.
B. The user should be using the Member Relationship button under the Actionable Relationship Center.
C. Reciprocal roles have not been created in the org.
D. The user should be using the Edit Group button to access reciprocal roles.

Antwort: C,D

Begründung:
Reference: Configure Reciprocal Roles - Salesforce
Explanation: Some possible reasons why the user can't find any reciprocal roles displayed in the related role lookup are:
Reciprocal roles have not been created in the org. Reciprocal roles are custom objects that define the possible roles for users who need access to Account or Contact records. For example, a reciprocal role can be Advisor, Client, Specialist, or Decision Maker. Each reciprocal role has an associated access level that determines what data fields theuser can view or edit. To create reciprocal roles, the administrator needs to do the following steps:
From Setup, open Object Manager.
In the Quick Find box, enter Reciprocal Role, and then select Reciprocal Role.
Click Fields & Relationships, and thenselect Role Name.
Click New to create a new picklist value for the Role Name field.
Enter a label and a value for the new role, such as Attorney or Client.
Click Save.
The user should be using the Edit Group button to access reciprocal roles. The Add Contact option on the relationship tree only allows the user to add existing contacts as members of a relationship group, such as a household or a business group. The user cannot specify reciprocal roles for the members using this option. To specify reciprocalroles for the members of a relationship group, the user needs to do the following steps:
Click Edit Group on the relationship group record page.
In the Edit Group window, click Member Relationships.
For each member of the group, select a role from the Rolepicklist and a related role from the Related Role lookup.
Click Save.

162. Frage
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
B. For each user, the user currency must correspond to the default currency for the user's locale
C. When multicurrency is enabled in FSC. advanced currencymanagement is also available
D. The Salesforce Admin can enable or disable multiple currencies if needed

Antwort: A,C

Begründung:
Multicurrency is a feature in Salesforce that allows you to work with multiple currencies in your org. If you enable multicurrency in FSC, you need to consider the following:
When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USD or GBP, before the value. For example, USD500 or GBP300.
When multicurrency is enabled in FSC, advanced currency management is also available. This feature allows you to track historical exchange rates and apply them to opportunities and forecasts.

163. Frage
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

A. Profiles
B. Financial DealManagement
C. Sharing Rules
D. Interaction Summaries
E. Complianthata Sharing

Antwort: B,C,D

Begründung:
The following FSC features should be part of the solution design for managing confidential deal information and notes sharing among deal teammembers:
Financial Deal Management: Financial Deal Management is a feature in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use Financial Deal Management to store confidential deal information such as deal name, amount, status, or participants. You can also use Financial Deal Management to associate opportunities, products, or tasks with a deal.

164. Frage
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