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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A. MobileClaimSubmission
B. Claims Management
C. Policy Administration
D. Quote, Rate, and Apply
E. Quote Creathqn Toolbox

Question 2

Which three standard fields are available to track a customer's retirement gial progress?

A. Target Date
B. Contributions
C. Actual value
D. Total Value
E. Target value

Question 3

Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A. Financial Service Cloud Extension
B. Financial Services Cloud Standard
C. Client Segmentation
D. Financial Service Cloud Basic

Question 4

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

A. Special event types
B. Single event types
C. Unique event types
D. Once-in-a-Lifetime event types

Question 5

Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A. Action Plans can automatically schedule the next appointment with the Advisor.
B. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
C. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
D. Action Plans create repeatable tasks and automate the task sequences when executed
E. Action Plans can speed up the collection of a list of documents needed for the loan application

Solutions: