In today,s society, there are various certifications, which are used to prove personal abilities. But in this area, The AP-208 certification is one of the most authoritative to testify whether he or she has professional literacy or not. Definitely a person who passed AP-208 exam can gain qualification to enter this area or have opportunity to get promotion. So passing this exam means success to ambitious workers. Our AP-208 exam study material is ready for those people mentioned above. Compared with other congeneric products, our AP-208 exam study material has following advantages:

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. 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) Interaction Summary Participant
C) Financial DealParticipant
D) Opportunity Participant
E) Interaction Participant

2. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

A) The Referral Score updated when a referral is assigned from the queue to a user.
B) The Referral Score updated when an opportunity associated with the Referral is Closed Won
C) The Referral Score updated when a referral is convened to an Opportunity or closed.
D) The Referral Score updated when a lead is created using the referralrecord type.

3. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Account Team
B) Queues
C) Action Plan Creator
D) Role
E) Specific User

4. A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A) When the user defines the custom report type, Topics should be selected as the Primary Object.
B) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
C) The user must build a report using the Topics object to view Interest Tags in the report.
D) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

5. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Skip Non-Work Days For Tasks
B) Skip Non-Work Days for Action Plans
C) Skip Non-Work Days for Deadlines
D) Sync with Company Calendar

Solutions: