Free Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam Practice Questions
Financial Services Cloud Accredited Professional
Total Questions: 168Focus Only on What Matters For Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam Preparation
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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam Sample Questions & Answers
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System 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?
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the
Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?