최신Salesforce Financial Services Cloud Accredited Professional - AP-208무료샘플문제

A. Processes

B. Blocks

C. Steps

D. Stages

E. Work Items

A. Screen Flows

B. Discovery Framework

C. Process Builder

D. Omni Studio

A. Industry Integration Solutions with the MuleSoft Anypoint Platform

B. OmniStudio Integration Procedures

C. Data Consumption Framework

D. Data Processing Engine

E. OmniStudio DataRaptors

A. A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide

B. Word document telling the story of the process from the user's perspective

C. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns

D. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes

A. The current implementation is using a product-centric view and the bank wants to move to a customer- centric view.

B. Existing business capabilities and processes can be redesigned to deliver a higher business impact

C. The bank has limited redesign opportunities for business capabilities.

D. The bank wants to use this project as an opportunity toretire customization

E. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.

A. 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.

B. When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

C. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

D. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

A. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

B. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

C. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

D. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

E. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

A. FSC Standard permission set

B. FSC Basic permission set

C. FSC Foundations permission set

D. OmniStudio User permission set

E. OmniStudio Admin permission set

A. Standard Household

B. Contact-Contact Relationship

C. Account with Record Type = Business

D. Custom Relationship Group

A. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.

B. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

C. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.

D. Role Hierarchy-based sharing is disabled bydefault in CDS.

E. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?

A. Feedtracking has to be enabled for the Action Plan object.

B. Salesforce is yet to roll out Chatter for the Action Plan object.

C. Chatter has to be enabled for Action Plans via Chatter settings in setup.

D. Admin users have to be assigned the Action Plans permission set.

A. The Action Plan Template permission set must be added to all users that wantto use Action Plans.

B. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

C. When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template

D. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.

E. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.