免費下載AP-208考題 - AP-208學習筆記

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Delivery and Configuration46%- Integration and data exchange
- Configure core FSC features
  • 1. Financial goals and action plans
    • 2. Householding and roll-up summaries
      • 3. Actionable Relationship Center
        - Initial setup and package installation
        - Reporting, dashboards, and analytics
        - Automation and workflows
        • 1. Flow, Process Builder, and OmniStudio
          Discovery12%- Analyze business processes and system architecture
          - Determine compliance and regulatory considerations
          - Identify requirements and define solution scope
          Define and Design42%- User experience and interface design
          - Security and access design
          • 1. Compliance and data privacy controls
            • 2. Role hierarchy, sharing rules, and field-level security
              - Data model, objects, and relationships
              • 1. Financial accounts, holdings, and products
                • 2. Person accounts, households, and relationship mapping
                  - Data migration and integration strategy

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                  Salesforce AP-208學習筆記，AP-208考試資料

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                  最新的 Accredited Professional AP-208 免費考試真題 (Q16-Q21):

                  問題 #16
                  Which of the following objects do support Group-Level Rollups?

                  答案：A,C,D

                  解題說明：
                  The following objects dosupport Group-Level Rollups:
                  Financial Accounts: You can use Group-Level Rollups to display the total balance, total market value, and total cost basis of all the financial accounts that belong to a group.
                  Action Plans: You can use Group-Level Rollups to display the number of action plans, the number of completed action plans, and the completion percentage of all the action plans that are associated with a group.
                  Opportunities: You can use Group-Level Rollups to display the total amount, expected revenue, and weighted amount of all the opportunities that are related to a group. Verified References:
                  1: Salesforce Financial Services Cloud Implementation Guide, page 80.
                  2: Salesforce Financial Services Cloud Implementation Guide, page 81.
                  3: Salesforce Financial Services Cloud Implementation Guide, page 82.


                  問題 #17
                  A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

                  答案：A,C

                  解題說明：
                  Reference: Configure Reciprocal Roles - Salesforce
                  Explanation: Some possible reasons why the user can't find any reciprocal roles displayed in the related role lookup are:
                  Reciprocal roles have not been created in the org. Reciprocal roles are custom objects that define the possible roles for users who need access to Account or Contact records. For example, a reciprocal role can be Advisor, Client, Specialist, or Decision Maker. Each reciprocal role has an associated access level that determines what data fields theuser can view or edit. To create reciprocal roles, the administrator needs to do the following steps:
                  From Setup, open Object Manager.
                  In the Quick Find box, enter Reciprocal Role, and then select Reciprocal Role.
                  Click Fields & Relationships, and thenselect Role Name.
                  Click New to create a new picklist value for the Role Name field.
                  Enter a label and a value for the new role, such as Attorney or Client.
                  Click Save.
                  The user should be using the Edit Group button to access reciprocal roles. The Add Contact option on the relationship tree only allows the user to add existing contacts as members of a relationship group, such as a household or a business group. The user cannot specify reciprocal roles for the members using this option. To specify reciprocalroles for the members of a relationship group, the user needs to do the following steps:
                  Click Edit Group on the relationship group record page.
                  In the Edit Group window, click Member Relationships.
                  For each member of the group, select a role from the Rolepicklist and a related role from the Related Role lookup.
                  Click Save.


                  問題 #18
                  Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

                  答案：B,D,E

                  解題說明：
                  The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
                  Referral Conversion: This capability allows you toconvert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
                  Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business.
                  You can use this capability to route a referral to the appropriate person or team who can best meet the customer's need or interest.
                  Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue.
                  You can use this capability to acknowledge that you have received a referral and are ready to work on it.
                  Verified References: : Salesforce Help Article 1 : Salesforce Help Article 3 : Salesforce Help Article 5


                  問題 #19
                  A wealth management firm is looking to start tracking its clients ' hobbies for marketing purposes in Salesforce. Which Agentforce Financial Services feature is most suitable for this?

                  答案：A

                  解題說明：
                  Interest Tags are specifically designed to capture customer interests, needs, preferences, and prospecting opportunities in Agentforce Financial Services. They are therefore the appropriate capability for storing information such as a client ' s hobbies.
                  Salesforce gives hobbies such as golf and skiing as examples of information that can be represented using Interest Tags on person accounts. Interest Tags can also represent investment interests and other topics discovered during customer interactions.
                  Interest Tags can be organized into hierarchical Tag Categories, enabling institutions to establish a controlled taxonomy. For example, an organization could create a Hobbies category and define tags such as Golf, Skiing, Sailing, or Travel. Because this vocabulary is structured, organizations can report across clients and identify common themes or potential engagement opportunities.
                  Topics provide the underlying platform capability and are a prerequisite for Interest Tags, but Topics alone are not the Financial Services feature designed for this client-interest requirement. Alerts communicate conditions requiring attention rather than persistent customer interests. Interest Tags therefore provide the Financial Services-specific functionality required for tracking hobbies and supporting personalized client engagement.


                  問題 #20
                  A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

                  答案：C

                  解題說明：
                  To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field onthe Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships
                  > Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]


                  問題 #21
                  ......

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