Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 2 Question 64 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam

Question #: 64
Topic #: 2

[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[FSC Features and Functionality]

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

ACreate a Life Event for the birth of the child and a Referral for the Education Savings Account

BCreate a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

CCreate a Referral for the Banker for an Education Savings Account

DCreate a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

ECreate two Life Events, one for the birth of the child and one for the Education Savings Account.

Show Suggested Answer

Suggested Answer: A, D

by Isidra at Jul 09, 2025, 05:59 AM

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Charlie

2 months ago

I agree with A, it’s straightforward and covers both aspects.

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Frederic

2 months ago

I think B makes more sense, especially with the target amount.

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Haley

3 months ago

Definitely A! Life events are key for tracking milestones.

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Cathrine

3 months ago

D sounds good too, but I’m not sure about the Financial Goal part.

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Madalyn

3 months ago

Wait, can you really create two Life Events? Seems off.

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Blondell

3 months ago

I vaguely recall that Life Events are important, but I'm confused about whether we need one or two for this scenario.

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Avery

3 months ago

I'm leaning towards option D, but I feel like there might be something about creating a Referral that could also work.

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Royce

4 months ago

I remember practicing a similar question where we had to relate a case to a Person Account. Could that be the right approach here?

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Gaynell

4 months ago

I think we need to create a Life Event for the child's birth, but I'm not sure about the second step. Maybe it's a Financial Goal?

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Alpha

4 months ago

I'm confident that the correct answer is D - creating a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. That aligns with the steps the Financial Advisor should take.

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Laquanda

4 months ago

I'm leaning towards option B, which involves creating a case and including the target Savings amount for the Education Savings Account. That seems like a logical way to capture the necessary information.

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Kimberlie

4 months ago

Okay, I've got this. The key is to create a Life Event for the birth of the child and then a Referral for the Education Savings Account. That covers the two main steps the Financial Advisor should take.

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Lauran

5 months ago

Hmm, I'm a bit unsure about this one. I'll need to think through the different options carefully to determine the best approach.

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Mary

5 months ago

This question seems straightforward, but I want to make sure I understand the steps correctly before answering.

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Aretha

6 months ago

I'm going with C. A direct referral to the Banker is the quickest way to get this set up.

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Johnna

6 months ago

Haha, E is just overkill. Two life events? Come on, keep it simple!

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Mona

5 months ago

User 2: Yeah, I agree. E does seem like too much. Keeping it simple is key.

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Caren

5 months ago

User 1: I think B is the right answer. It's straightforward and captures all the necessary information.

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Dominga

7 months ago

D is my pick. Capturing the life event and creating a financial goal is a clear way to track the Education Savings Account.

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Art

5 months ago

I agree. It helps to have a clear way to track the progress towards saving for education.

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Glennis

5 months ago

D is a good choice. It's important to capture the life event and set a financial goal for the Education Savings Account.

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Celeste

7 months ago

I see your point, Billy. Including the target Savings amount in the case can help track the progress towards the Education Savings goal.

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Lavera

7 months ago

Option B seems the most comprehensive approach. Creating a case with the savings goal and relating it to the child's account makes the most sense.

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Jess

6 months ago

It's important to have a clear record of the savings goal for the child's education. Option B covers that well.

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Cary

6 months ago

Creating a case for the Education Savings Account and linking it to the child's account is a smart move.

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Onita

7 months ago

I agree, option B is the best choice. It ensures all the necessary information is captured.

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Billy

7 months ago

I think creating a case with the target Savings amount for the Education Savings Account is also important.

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Noah

8 months ago

I agree with Blythe, creating a Life Event and a Referral makes sense to capture that information.

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Blythe

8 months ago

I think the Financial Advisor should create a Life Event for the birth of the child and a Referral for the Education Savings Account.

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