Salesforce
(AP-208)
75 Minutes
168
Financial Services Cloud Accredited Professional
Select an option, then click Show Answer.
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?
Correct Answer: B, D
An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file. Assuming there are no other issues, what should happen when the administrator uploads the import file?
Correct Answer: D
While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
Correct Answer: B, D
An insurance company aims to improve a call center’s productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
Correct Answer: A
Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?
Correct Answer: B, C, D
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