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Exam Questions for the Salesforce AP-208 - Master Your Certification Journey
Posted at 1/17/2026 11:09:04
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Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q43-Q48):NEW QUESTION # 43
A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?
- A. Alerts
- B. Topics
- C. Engagement Topics
- D. Interest Tags
Answer: D
Explanation:
The Financial Services Cloud featurethat is most suitable for tracking clients' hobbies for marketing purposes is Interest Tags. Interest Tags are features that allow users to add tags to contacts or individuals based on their interests or preferences. Users can create custom interest tags or use predefined ones from FSC. By using Interest Tags, the wealth management firm can capture its clients' hobbies and use them for marketing segmentation or personalization.
NEW QUESTION # 44
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?
- A. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
- B. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
- C. Create a custom obiect to track client's financial data
- D. Use Process Builder to create a workflow to summarize data at the Person Account level.
Answer: A
Explanation:
A Primary Group is a construct in FinancialServices Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client'sfinancial data regardless of how often they change households. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 69.
NEW QUESTION # 45
A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?
- A. Determine the best e-sigTiature solution to use.
- B. Create a visual flow diagram.
- C. Understandthe journey!for the multiple personas involved in the process.
- D. Document the business process flows.
- E. Design the solution using the Financial Services Cloud components.
Answer: A,C,D
Explanation:
The following steps are needed to document the requirement for digitizing and automating the customer onboarding process following the discovery session:
Document the business process flows. You need to document the current and future state of the business process flows for customer onboarding, such as the steps, inputs, outputs, decisions, and dependencies involved in each flow. You can use tools such as diagrams, charts, or tables to illustrate the process flows and identify the pain points, gaps, or opportunities for improvement.
Understand the journey for the multiple personas involved in the process. You need to understand thejourney for each persona that participates in or interacts with the customer onboarding process, such as the customer, the client specialist, or the manager. You can use tools such as personas, journey maps, or user stories to capture the needs, goals, pain points, and expectations of each persona and how they experience the process from their perspective.
Determine the best e-signature solution to use. You need to determine the best e-signature solution to use for collecting and processing digital signatures from customers during the onboarding process. You can use tools such as research, analysis, or comparison to evaluate different e-signature solutions based on criteria such as functionality, compatibility, security, cost, or user feedback. Verified References: : Salesforce Help Article
[11] : Salesforce Help Article [12] : Salesforce Help Article [13]
NEW QUESTION # 46
A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
- A. Use a CSV file with the data created and use Data Loader to map to the correct field
- B. Create a junction object between the external system and the new customer object where the data will reside
- C. Ensure custom metadata is configured and each custom metadata record details where the data will be sent
- D. Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
Answer: D
Explanation:
To ensure the data is loading into the correct fields in Financial Services Cloud, the consultant should utilize a field mapping file with the external system allocation and the corresponding field in Salesforce. A field mapping file is a file that specifies how fields from an external system map to fields in Salesforce. By using a field mapping file, the consultant can ensure that the data from the new custom object is imported into the correct fields in Financial Services Cloud and avoid any data loss or inconsistency.
NEW QUESTION # 47
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
- A. Accounts & Peers
- B. Accounts & Businesses
- C. Accounts & Members
- D. Accounts & Groups
Answer: A,B,D
Explanation:
The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownershipstructure and financial interests of a business account.
Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer- to-peer relationship, such as friends, colleagues, or associates. You can use this type ofrelationship to identify potential referrals and cross-selling opportunities from an account's network.
Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a groupaccount. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : SalesforceHelp Article 4
NEW QUESTION # 48
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