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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A) RBL rules do not require a lot of processing power.
B) Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
C) An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
D) The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
E) Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

2. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A) Grant users access to the Financial Account object with permission set
B) Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
C) Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
D) Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.

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

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

4. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A) The administrator did not assign the Mortgage permission set to the user.
B) The user does not have "Mortgage User" checked in their user record.
C) The administrator did not enable "Allow Mortgage Access" in Setup.
D) The Residential Loan Application flow was not enabled in the setup.

5. A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A) Business Rules Engine
B) Custom Sharing Rules
C) Compliant Data Sharing
D) Interaction Summaries

Solutions: