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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Topic 2: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 3: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 4: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 5: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
>> Certification AP-208 Test Answers <<
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NEW QUESTION # 47
Which three things must an admin keep in mind when creating Action Plan Templates'5
Answer: A,C,D
Explanation:
The following things must be kept in mind when creating Action Plan Templates:
When creating Action Plan Templates with the UI, you can designate a plan owner different from the plan creator. The plan owner is the userwho is responsible for executing the tasks in the Action Plan. The plan creator is the user who creates the Action Plan Template or the Action Plan from the template. You can assign a different plan owner for each Action Plan Template or Action Plan.
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. An Action Plan Template is a reusable blueprint that defines the tasks, owners, and deadlines for a common business processor service request. An Action Plan is a specific implementation of the template that applies to a particular target record, such as an account, contact, or opportunity.
When you create 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. The start dateis the date when you create the Action Plan from the template. The date offset is the number of days before or after the start date when each taskis due. You can specify different date offsets for each task in the template. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4
NEW QUESTION # 48
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?
Answer: B
Explanation:
The administrator did not assign the Mortgagepermission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup.References: [Mortgage Permission Set], [Residential Loan Application Object]
NEW QUESTION # 49
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
Answer: A,C
Explanation:
To ensure that all users see Person Accounts, but only specific users can view Financial Accounts, the Admin should take the following steps:
Grant users access to the Financial Account object with permission set, which isa collection of settings and permissions that give users access to various tools and functions. The Admin can use permission sets to grant access to the Financial Account object and its fields to specific users or groups of users1.
Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts' object to Private', which is a setting that determines the baseline level of access that users have to records they do not own or share. By setting the OWD sharing on the 'Financial Accounts' object to Private', the Admin can ensure that only the record owners and usersabove them in the role hierarchy can view the Financial Accounts. Verified References: 1
NEW QUESTION # 50
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?
Answer: B
Explanation:
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group basedon a field value that indicates the product type.
NEW QUESTION # 51
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
Answer: B
Explanation:
Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.
NEW QUESTION # 52
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