Salesforce AP-208 : Financial Services Cloud Accredited Professional

시험일은 다가오는데 아직 준비가 부족하다고 느끼시나요? ITDumpsKR의 AP-208 연습문제는 Salesforce Financial Services Cloud Accredited Professional의 핵심 포인트만 엄선해 172문항으로 압축했습니다. 짧은 시간 안에 집중적으로 실력을 끌어올려 보십시오.

Salesforce AP-208 시험 개요:

Salesforce AP-208 시험 요강 주제:

Salesforce AP-208 응시 전 알아두어야 할 질문들

최신 Accredited Professional AP-208 무료샘플문제

문제 #1

Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
B. Use Lightning Scheduler to periodically schedule tasks for account owners.
C. Train account owners to create required tasks periodically and setdue dates for tracking.
D. Run a nightly process to create tasks and assign them to account owners for follow-ups

문제 #2

Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?

A. Perform a data backup.
B. Enable person accounts in FS
C. Configure Person Account record types.
D. Enable a person account in a sandbox.

문제 #3

A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A. Create a screen flow.
B. Create a Lightning web component.
C. Create an OmniScript flow.
D. Create a Canvas application for the Authentication module.

문제 #4

A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A. The administrator did not assign the Mortgage permission set to the user.
B. The administrator did not enable "Allow Mortgage Access" in Setup.
C. The Residential Loan Application flow was not enabled in the setup.
D. The user does not have "Mortgage User" checked in their user record.

문제 #5

The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
B. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
C. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
D. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
E. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e

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