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

An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.

Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object

Remove the Event or Milestone from the Lightning Component in the Developer Console.

Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.

Request a 30-day Financial Services Cloud trial org

Request a Salesforce developer org.

Purchase one license of Financial Services Cloud and install it in a production org.

Spin up a Salesforce sandbox org.

The Admin can customize the order of life events to be set in chronological order.

The user can change the color of important life events to red.

The Admin can change the color of important life events to red.

The user can customize the order of life events to be set in chronological order

The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud

Flow Builder to automate these business processes

A Mortgage Application' custom object to hold thecollected client data

Data Import Wizard to upload the data collected in spreadsheets