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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Initial setup and package installation - Reporting, dashboards, and analytics - Configure core FSC features
- Automation and workflows
|
| Define and Design | 42% | - User experience and interface design - Security and access design
- Data model, objects, and relationships
|
| Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
>> Examcollection AP-208 Questions Answers <<
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NEW QUESTION # 65
A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?
Answer: B
Explanation:
The solution that the consultant should suggest the client explore to improve its clients' documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documentsflow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents' efficiency
NEW QUESTION # 66
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
Answer: B,D
Explanation:
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiplelanguages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
NEW QUESTION # 67
To access all Agentforce Financial Services functionalities available out of the box, a consultant must install the Financial Services Cloud (FSC) Managed Package and the Unmanaged Extension Packages. Which two functionalities are included in the FSC Unmanaged Extension Packages?
Answer: C,D
Explanation:
The Unmanaged Extension Packages supplement the core Financial Services managed package with configurable user-interface assets and specialized dashboards. Salesforce states that the unmanaged extension package provides field sets used to control how fields appear in client and household profiles. Because these field sets are unmanaged, administrators can customize them to reflect the financial institution ' s required customer information and user experience.
Salesforce also provides a separate Commercial Banking unmanaged extension package, which includes the Commercial Banking dashboard. This dashboard extends the Financial Services implementation with analytics and visualizations relevant to commercial-banking users.
By contrast, custom Financial Services objects and much of the foundational client and household data model belong to the managed package or standard Financial Services data architecture. The managed package also includes functionality such as custom fields and objects, predefined client and household list views, profiles, and administrative configurations. Consequently, predefined list views are not the unmanaged-extension functionality being tested.
The implementation sequence is therefore to install the core managed package first and then install the required unmanaged extension packages to obtain configurable field sets and specialized extensions such as the Commercial Banking dashboard.
NEW QUESTION # 68
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 Agentforce Financial Services to meet these requirements?
Answer: A
Explanation:
The access requirement is determined by the characteristics of the Financial Account records, not by who owns those records. Therefore, the administrator should use a criteria-based Financial Account sharing rule.
Criteria-based sharing rules allow Salesforce to identify records by field values and automatically extend access to a defined user population or public group. A criteria-based sharing rule determines record access by values on the record rather than record ownership.
For this design, the Financial Account data should contain a reliable attribute that identifies employee-only deposit products-for example, an appropriate product type, record type, classification field, or another controlled criterion. The sharing rule can then identify Financial Accounts matching that criterion and extend the required access to the specific customer-service group.
An Account sharing rule would be too broad because the employees themselves must continue to be serviced as ordinary customers. The sensitive information is the special Financial Account, not necessarily the entire customer Account. Similarly, an owner-based Financial Account rule is inappropriate because whether a deposit is an employee product is independent of who owns the Salesforce record.
Salesforce sharing rules create automatic exceptions to restrictive organization-wide defaults while preserving least privilege. A criteria-based Financial Account sharing rule therefore provides the required targeted access without unnecessarily exposing the employee ' s financial products to unrelated users.
NEW QUESTION # 69
A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?
Answer: A
Explanation:
To configure a custom field for reporting when relating two-person accounts to each other, the Financial Services Cloud consultant should configure the custom field on the Account Account Relationship object. The Account Account Relationship object is a junction object that links two accounts together and defines their relationship type and role. By configuring a custom field on the Account Account Relationship object, the consultant can capture additional information about how two-person accounts are related to each other and use it for reporting purposes.
NEW QUESTION # 70
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