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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 56 Discussion

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.What should the administrator do when designing the future state business process using FSC features?
A) When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months. and B) When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
C) When an account status is changed to 'CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
D) When an account status is changed to 'Customer', send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 56 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 56
Topic #: 3
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

Show Suggested Answer Hide Answer
Suggested Answer: A, B

The Access Interest Tags for Financial Services Cloud permission is included in two permission sets that are provided by FSC:

FSC Foundations permission set: This permission set grants access to the core features of FSC, such as financial accounts, account groups, households, goals, referrals, and interest tags7.

FSC Extension permission set: This permission set grants access to additional features of FSC that extend beyond the core functionality, such as action plans, relationship groups, relationship maps, client tasks, client notes, and interest tags8.

To create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission, either of these permission sets can be cloned and modified as needed.


FSC Foundations Permission Set

FSC Extension Permission Set

by Delsie at Jan 27, 2025, 04:04 AM

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Sanjuana
6 months ago
B could work too, but it depends on the lead process.
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Bernardine
6 months ago
Option D seems a bit passive, emails might get lost.
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Sonia
7 months ago
Wait, can FSC really automate all those reminders?
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Milly
7 months ago
Totally agree, action plans are key!
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Dorthy
7 months ago
I think option A makes the most sense for follow-ups.
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Karl
7 months ago
I feel like option C is a bit confusing with the status change wording. I thought we focused more on actions tied to customer engagement rather than just status updates.
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Dorathy
8 months ago
I'm leaning towards option D because sending emails to the Account Owner seems like a proactive approach, but I can't quite remember if that's the best practice we covered.
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Reena
8 months ago
I think option A makes sense since it directly relates to the account creation process, but I also recall a practice question about leads that might be relevant here.
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Ronald
8 months ago
I remember we discussed action plans in FSC, but I'm not sure if they should be created when the account is opened or when the status changes.
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Lina
8 months ago
I feel pretty confident about this one. Based on the requirements, option A seems like the best choice - creating an action plan with follow-up tasks when the account is opened. That gives the relationship managers the tracking and reporting capabilities they need.
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Diane
8 months ago
This one seems tricky. I'm not sure if creating an action plan is the best approach, or if we should just be sending email reminders. I'll have to think this through carefully.
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Carin
8 months ago
Okay, I've got an idea. Since the requirement is to track and report on progress in FSC, I would go with option A and create an action plan with tasks when the account is created. That way the relationship manager can easily monitor and update the tasks.
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Tyra
8 months ago
Hmm, I'm a bit confused on the exact requirements here. Do we need to create an action plan, or just send email reminders? The question is a bit ambiguous.
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Allene
8 months ago
This seems like a straightforward process design question. I think the key is to identify the right trigger event to create the follow-up tasks.
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Sheron
1 year ago
Option D could work, but sending emails feels a bit old-school. Shouldn't the relationship managers be able to track this directly in FSC?
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Alica
1 year ago
Haha, 'CustomlrfVTcreate'? Looks like someone had a keyboard malfunction on that option. I'd steer clear of that one.
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Pearly
11 months ago
Let's make sure to choose the right features that will help us track and report on progress effectively.
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Dorathy
11 months ago
I think we should focus on the other options that make more sense for our business process.
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Linn
12 months ago
I agree, that option does look a bit strange. I would definitely avoid it.
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Coral
12 months ago
Let's make sure to test everything thoroughly before implementing the new process.
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Basilia
12 months ago
Maybe we can customize the email reminders to better suit our needs.
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Sage
12 months ago
I think we should focus on using the standard features of FSC for tracking and reporting.
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Fairy
1 year ago
I agree, that option does look a bit strange.
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Kerry
1 year ago
I'm not sure about Option C. Tying the action plan to a specific account status might be too limiting. What if the bank wants to do this for all new customers, regardless of status?
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Eleonora
1 year ago
I see your point, but I still think Option C could work if the bank wants to tie the action plan to specific account statuses.
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Theron
1 year ago
I agree, Option B seems too broad and might not provide enough structure for tracking progress.
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Alysa
1 year ago
I think Option A is the best choice. It allows for flexibility in reaching out to all new customers.
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Wei
1 year ago
Option B seems the most logical. Creating an action plan when a lead or referral is converted ensures the relationship manager is alerted to follow up at the right times.
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Sommer
1 year ago
It's important for relationship managers to have the tools they need to stay on top of customer interactions.
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Jesusita
1 year ago
Agreed, having a system in place to track and report on progress will definitely improve customer feedback.
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Keneth
1 year ago
Yes, creating an action plan for converted leads or referrals is crucial for effective follow-up.
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Charisse
1 year ago
Option B seems like a good idea. It will help relationship managers follow up at the right times.
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Jerlene
1 year ago
I disagree. I think option D is better because it automates the follow-up process for the Account Owner.
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Kayleigh
1 year ago
I agree with Melodie. Option A makes the most sense for tracking and reporting progress.
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Melodie
1 year ago
I think the administrator should choose option A.
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