Salesforce Accredited Professional AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A) Accounts & Businesses
B) Accounts & Peers
C) Accounts & Groups
D) Accounts & Members

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

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

3. What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A) ReferralGroup Process Builder
B) Group Member Referrals
C) Referrals Rollups
D) Referral Scoring

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

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

5. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Financial Accounts
B) Assets and Liabilities
C) Contacts
D) Claims
E) Life Events

Solutions: