AP-208 Examengine & AP-208 Prüfungsinformationen

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Salesforce AP-208 Exam Syllabus Topics:

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

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                  Salesforce Accredited Agentforce Financial Services Professional AP-208 Prüfungsfragen mit Lösungen (Q83-Q88):

                  83. Frage
                  Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

                  Antwort: C

                  Begründung:
                  The Salesforce Admin can hide sensitive Life Events on the Life Events component on the Lightning Page using the Properties pane. The Life Events component is a Lightning component that displays a timeline of life events and business milestones for aclient or a group. The Admin can use the Properties pane to customize the component and select which event types to show or hide on the timeline.


                  84. Frage
                  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?

                  Antwort: A,D

                  Begründung:
                  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


                  85. Frage
                  What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

                  Antwort: A,D

                  Begründung:
                  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. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
                  Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4


                  86. Frage
                  Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
                  What are three objects in FSC?

                  Antwort: A,B,E

                  Begründung:
                  Financial Services Cloud contains a number of custom objects to model a client's financialinformation, and each object can be configured to appear as tabs in your org. Some of the custom objects are:
                  Financial Goal: An object that represents a client's financial objective, such as saving for retirement, buying a house, or paying off debt. Afinancial goal has fields to store information, such as name, amount, target date, priority, and status.
                  Financial Holding: An object that represents a holding in an investment account, such as a security, a mutual fund, or a bond. A financial holding hasfields to store information, such as symbol, shares, price, gain/loss, and market value.
                  Revenue: An object that represents revenue generated from a client's financial accounts, such as an increase in stock value, a dividend payment, or an interest income.A revenue has fields to store information, such as type, amount, date, and source.
                  References:
                  Financial Services Cloud Associated Objects
                  Learn About the Financial Services Cloud Data Model


                  87. Frage
                  Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

                  Antwort: D

                  Begründung:
                  To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.


                  88. Frage
                  ......

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