Free Salesforce AP-208 Exam Questions
Absolute Free AP-208 Exam Practice for Comprehensive Preparation
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Salesforce AP-208 Exam Questions
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Provided By: Salesforce
- Exam: Financial Services Cloud Accredited Professional
- Certification: Salesforce Accredited Professional
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Total Questions: 330
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Updated On: Nov 26, 2025
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Rated: 4.9 |
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Online Users: 660
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Question 1
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A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?
Answer: A
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A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?
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Question 2
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What is the capability of the service cloud (customer) portal? (2 answers)
Answer: C,D
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What is the capability of the service cloud (customer) portal? (2 answers)
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Question 3
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Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the
Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next
stage of the onboarding process.
What should a consultant recommend?
Answer: C
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Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the
Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next
stage of the onboarding process.
What should a consultant recommend?
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Question 4
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Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?
Answer: C
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Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?
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Question 5
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Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
Answer: B,C
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Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?