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Pass Guaranteed Quiz 2026 Salesforce Marvelous Reliable AP-208 Dumps Questions

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Pass Guaranteed Quiz 2026 Salesforce Marvelous Reliable AP-208 Dumps Questions

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Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q67-Q72):NEW QUESTION # 67
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
  • A. Lightning Record Pages
  • B. Page Layout
  • C. Field Sets
  • D. Compact Layout
  • E. Search Layout
Answer: D
Explanation:
To display the most important fields on the side panel of ARC, the Admin mustconfigure the Compact Layout for each object. The Compact Layout is a layout that determines which fields appear in key places in Salesforce such as record highlights areas, list views, lookup dialogs, and global search results. The Admin can use the Compact Layout to select up to 10 fields that are most relevant for each object and display them on the side panel of ARC

NEW QUESTION # 68
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. Complianthata Sharing
  • B. Financial DealManagement
  • C. Profiles
  • D. Sharing Rules
  • E. Interaction Summaries
Answer: B,D,E
Explanation:
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.

NEW QUESTION # 69
How shoulddevelopers configure customized nodes for display in the Actionable Relationship Center (ARC)?
  • A. Reference the flex Card in the Display properties of the custom ARC relationship graph.
  • B. Select Omni Script from the node Actions tab to show the node in an Omni Script.
  • C. Select Use Flex Card from the node Display tab to show the node in a Flex Card
  • D. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
Answer: A
Explanation:
Reference: Create and View Custom ARC Graphs | Salesforce Help
Explanation: A flex card is a Lightning web component that displays information about a node in the Actionable Relationship Center (ARC). A flex card can be customized to show different fields, actions, and related lists for different node types. Developers can reference the flex card in the Display properties of the custom ARC relationship graph to configure how each node is displayed in ARC.

NEW QUESTION # 70
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
  • A. Participant Role
  • B. Opportunity Participant
  • C. Interaction Summary Participant
  • D. Interaction Participant
  • E. Financial DealParticipant
Answer: A,C,E
Explanation:
Reference: Track Client Interactions - Salesforce
Explanation: Interaction Summaries are records that capture the details of a client interaction, such as a meeting, a call, or an email. Interaction Summaries can be linked to Financial Deals, which are records that represent a business opportunity or transaction with a client. Interaction Summaries and Financial Deals can have participants, which are records that represent the people or groups involved in the interaction or deal.
Participants can have different roles, such as advisor, client, specialist, or decision maker. Participant Role is a custom object that defines the possible roles for participants.

NEW QUESTION # 71
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?
  • A. Create Account sharing rules based on criteria.
  • B. Create a Financial Account sharing rule based on record owner.
  • C. Create an Account sharing rule based on record owner.
  • D. Create a Financial Account sharing rule based on criteri
Answer: D
Explanation:
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group basedon a field value that indicates the product type.

NEW QUESTION # 72
......
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