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[General] Free PDF Quiz 2026 AP-208: Newest Financial Services Cloud Accredited Profession

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【General】 Free PDF Quiz 2026 AP-208: Newest Financial Services Cloud Accredited Profession

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Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q95-Q100):NEW QUESTION # 95
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
  • A. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
  • B. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
  • C. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
  • D. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
  • E. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
Answer: B,E
Explanation:
Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4

NEW QUESTION # 96
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
  • A. Disable the Person Account custom setting.
  • B. Remove Person Account record types from the Individual Record Type Mapper.
  • C. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
  • D. Assign the Individual record type to the user profiles.
  • E. Assign the Person Account record type to the user profiles.
Answer: B,C,D
Explanation:
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model. You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model.
This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mappedto Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup >Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual recordtype is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types. Verified References: : Salesforce Help Article 5 :
Salesforce Help Article 6 : Salesforce Help Article 7

NEW QUESTION # 97
A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?
  • A. Implement Consent Management for Financial Services Cloud.
  • B. Integrate the Consent object with their Consent Platform to track it in Salesforce.
  • C. Enable and implement the iate Regulation checkbox on the client record to track their request.
  • D. Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
Answer: A
Explanation:
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt- out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up trackingand storage of certain dataprivacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query,create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]

NEW QUESTION # 98
Which two statements are true for a Group inFinancial Services Cloud?
  • A. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
  • B. Financial Services Cloud includes a group record type for businesses
  • C. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
  • D. Financial Services Cloud includes a group record type for households
Answer: C,D
Explanation:
The following statements are true for a Group in FinancialServices Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.

NEW QUESTION # 99
The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?
  • A. Group
  • B. Peer
  • C. Trust
  • D. Family
  • E. Member
Answer: B,C,D
Explanation:
Thefollowing names are Association Type picklist field values:
Trust, which is a value that indicates that the accounts are related through a trust relationship.
Family, which is a value that indicates that the accounts are related through a family relationship.
Peer, which is a value that indicates that the accounts are related through a peer relationship.

NEW QUESTION # 100
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