Financial-Services-Cloud Exam Dumps - Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam

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Question # 49

A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

Create a junction object between the external system and the new customer object where the data will reside

Ensure custom metadata is configured and each custom metadata record details where the data will be sent

Use a CSV file with the data created and use Data Loader to map to the correct field

Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

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Question # 50

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.

What should the consultant consider from a customer onboarding perspective?

If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.

If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.

If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.

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