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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 12% | - Custom reporting requirements - Key metrics for financial advisors - Financial Services Cloud reports and dashboards |
| Topic 2: Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Topic 3: Client Management | 15% | - Client profiling and segmentation - Household management - Relationship types and hierarchy - Client lifecycle management |
| Topic 4: Banking and Lending Features | 15% | - Compliance and regulatory considerations - Digital lending workflows - Account aggregation |
| Topic 5: Wealth Management Capabilities | 20% | - Financial goals and planning - Performance monitoring - Asset allocation tracking - Investment portfolio management |
| Topic 6: Data Model and Architecture | 18% | - Individual and Household data model - Custom objects for financial products - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects |
| Topic 7: Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
多くのIT業界の友達によるとSalesforce認証試験を準備することが多くの時間とエネルギーをかからなければなりません。もし訓練班とオンライン研修などのルートを通じないと試験に合格するのが比較的に難しい、一回に合格率非常に低いです。MogiExamはもっとも頼られるトレーニングツールで、SalesforceのAP-208認定試験の実践テストソフトウェアを提供したり、SalesforceのAP-208認定試験の練習問題と解答もあって、最高で最新なSalesforceのAP-208認定試験「Salesforce Accredited Agentforce Financial Services Professional」問題集も一年間に更新いたします。
質問 # 28
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
正解：B、D、E
解説：
The following statements are true for Rollup By Lookup (RBL) in Financial Services Cloud:
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. You can use RBL rules to aggregate financial account data across different levels of client relationships.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels. You can use RBL configuration to define which fields are rolled up and howthey are calculated for each diem and group type.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules. RBL rules are complex and require extensive testing and validation. If you need to create or customize RBL rules, you should contact a certified Salesforce partner or consultant. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 75. : Salesforce Financial Services Cloud Implementation Guide, page 76. : Salesforce Financial Services Cloud Implementation Guide, page 77.
質問 # 29
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
正解：B、C、E
解説：
The following statements are correct about the Actionable Relationship Center Manager (ARC):
To enable users to see the ARC, you will need to add the component forARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationships for a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, orFriend. The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to your business needs. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4 : Salesforce Help Article 5
質問 # 30
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?
正解：C
解説：
To modify a published Action Plan to support an additional task, Jen should use the Action Planitem feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: : Salesforce Help Article 1
質問 # 31
s. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals. Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
正解：A、D、E
解説：
This design requires objects that represent participation in the interaction, sharing of the interaction summary, and participation in the financial deal.
Interaction Participant associates internal users or groups with an Interaction. This enables engagement records to reflect which internal stakeholders participated in the client interaction and provides the connection between the interaction and the involved users or groups.
Interaction Summary Participant controls access to the detailed interaction notes. Salesforce allows an Interaction Summary to be shared with a specific user or group by adding that user or group through the Interaction Summary Participants related list. Compliant Data Sharing must be enabled for Interaction Summary to use this participant-based model.
Financial Deal Participant performs the corresponding function at the deal level. Financial Deal records can be shared with users or groups by adding them as participants, allowing specialists from another line of business to receive controlled access to the relevant transaction.
These objects work together effectively: the Interaction captures the engagement, the Interaction Summary contains the detailed notes, and the Financial Deal represents the underlying transaction. Participant records provide controlled association and sharing across these layers without broadly exposing sensitive information to unrelated users.
質問 # 32
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC).
The Addams family are wealth management clients with the following relationships:
The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. The wife is also part of the Symonds Household with her father as the primary member.
Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
正解：D
解説：
Actionable Relationship Center is designed specifically to help Agentforce Financial Services users understand complex relationships among customers, households, businesses, trusts, contacts, and other related entities.
ARC presents these connections through an interactive relationship graph rather than requiring the wealth manager to interpret separate related lists manually. It can connect business accounts, Person Accounts, and Contacts and display relevant relationship information in the graph.
The Addams scenario is an ideal use case. The wealth manager needs to understand the wife ' s membership in the Addams Household, her spouse relationship, their shared connection to the Addams Charitable Trust, and her separate connection to the Symonds Household. ARC can visualize these multi-party relationships through Account Contact Relationship, Account Account Relationship, and Contact Contact Relationship junction objects.
ARC also supports configurable custom relationship graphs, record actions, node display fields, details panels, highlights panels, and preconfigured Financial Services templates.
Tableau and Marketing Cloud Intelligence provide analytics and visualization capabilities but are not designed to present the operational Financial Services relationship graph directly within the advisor workflow.
ARC provides the relationship context needed to understand spheres of influence, recognize connections, and identify potential service or business opportunities.
質問 # 33
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