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Valid Financial Services Cloud Accredited Professional AP-208 test dumps demo and latest test preparation for customer's success. Salesforce offers latest Financial Services Cloud Accredited Professional exam and valid practice questions book to help you pass the Financial Services Cloud Accredited Professional AP-208 Exam in your field. The Financial Services Cloud Accredited Professional exam is 365 days updates and true. New AP-208 study questions pdf in less time. And Financial Services Cloud Accredited Professional AP-208 price is benefit!

Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q47-Q52):

NEW QUESTION # 47
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?

A. Map additional owners using the Financial Account Role.
B. Create lookup fields on the Financial Account object to support additional owners
C. Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
D. Map additional owners using theActionable Relationship Center.

Answer: A

Explanation:
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can addmultiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.

NEW QUESTION # 48
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A. Group Member Referrals
B. Referrals Rollups
C. ReferralGroup Process Builder
D. Referral Scoring

Answer: B

Explanation:
Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.

NEW QUESTION # 49
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 lead is created using the referralrecord type.
B. The Referral Score updated when a referral is convened to an Opportunity or closed.
C. The Referral Score updated when a referral is assigned from the queue to a user.
D. The Referral Score updated when an opportunity associated with the Referral is Closed Won

Answer: D

Explanation:
The Referral Score is updated when an opportunityassociated with the Referral is Closed Won. The Referral Score is a metric that measures the quality and quantity of referrals that a user creates or receives. The Referral Score is calculated as the number of referrals converted to opportunitiesdivided by the total number of referrals. The Referral Score is displayed in the Referral Summary component on the user's Home page or record page. The Referral Score is updated whenever a referral is converted to an opportunity or an opportunity is closed as won or lost. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 4

NEW QUESTION # 50
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

A. FSC Standard permission set license
B. FSC Extension permission set license
C. FSC Basic permission set license
D. FSC Foundations permission set license

Answer: A

Explanation:
Reference: Financial Services Cloud Permission Set Licenses - Salesforce Explanation: Permission set licenses are a way to grant additional permissions and access settings to users based on their job function or role. Permission set licenses can extend the functionality of the user's existing license type without changing it. Financial Services Cloud provides four permission set licenses that correspond todifferent user personas and use cases:
FSC Foundations: This permission set license grants access to basic Financial Services Cloud features, such as Client Segmentation, Relationship Groups, Relationship Map, Financial Accounts, Financial Goals, and Financial Summary. This permission set license is suitable for users who need to view and manage client data and relationships, such as personal bankers or service representatives.
FSC Basic: This permission set license grants access to advanced Financial Services Cloud features, such as Action Plans, Interaction Summaries, Interaction Participants, Financial Deals, Financial Deal Participants, and Record Alerts. This permission set license is suitable for users who need to track and execute client interactionsand transactions, such as advisors or specialists.
FSC Extension: This permission set license grants access to additional Financial Services Cloud features that are not included in the other permission set licenses, such as Household Rollups and CompliantData Sharing.
This permission set license is suitable for users who need to perform complex calculations or comply with data regulations, such as analysts or compliance managers.
FSC Standard: This permission set license grants access to all Financial Services Cloud features that are included in the other permission set licenses. This permission set license is suitable for users who need full access and functionality of Financial Services Cloud, such as super users or administrators.

NEW QUESTION # 51
A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship 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 accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?

A. The portfolio manager does not have access to the account records that he is trying to create for.
B. The portfolio manager has not been given the permissions that enable users to view and manage ARC
C. The ARC Component has not been added to the page layout
D. The portfolio manager does not have access tothe Lightning page that has the ARC component added

Answer: B

Explanation:
A possible cause for why theportfolio manager cannot see ARC when trying to set up relationships between two accounts is that he has not been given the permissions that enable users to view and manage ARC. To access ARC, users need to have certain permissions and settings enabled intheir user profile or permission set, such as:
View Setup and Configuration
Customize Application
Manage Custom Permissions
Financial Services Cloud Standard User
Financial Services Cloud Admin If any of these permissions or settings are missing, users maynot be able to see or use ARC properly. Verified References: : Salesforce Help Article 5

NEW QUESTION # 52
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