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成功への道を示す指標として、当社のAP-208実践教材は、あなたの旅のあらゆる困難を乗り越えるために役立ちます。 すべての課題をウォークインのように扱うことはできませんが、AP-208シミュレーションの実践により、レビューを効果的にすることができます。 それが、当社のAP-208調査問題がプロのモデルである理由です。 98％以上の高い合格率を誇るAP-208試験問題により、数千万人の受験者が試験に合格しました。
| Section | Objectives |
|---|---|
| Topic 1: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 2: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 3: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 4: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Topic 5: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
AP-208学習教材の最高のブランドは、期待を超えるものだと信じています。彼らSalesforceは仕事をするだけでなく、より深くなり、私たちの生活の布になります。したがって、有名なブランドとしての当社は、AP-208実践ガイドの提供に非常に成功しているにもかかわらず、現状に満足することはなく、常にAP-208試験トレントの内容を常に更新していく所存です。 AP-208試験に関する最新情報を保持します。 AP-208試験問題を使用すると、AP-208試験に合格して夢のような認定を取得できます。
質問 # 84
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?
正解：A
解説：
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.
質問 # 85
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
正解：D
解説：
Agentforce Financial Services allows administrators to replace the default icons used for specific Life Event and Business Milestone types with organization-specific icons. The configuration is performed from the dedicated Financial Services icon-management setup area for Events and Milestones.
From that setup experience, the administrator selects the event or milestone icon that needs to be changed, chooses the appropriate change-icon action, and uploads the replacement SVG file. This allows the visual representation of events and milestones to align with the institution ' s terminology and user-experience standards.
The icon is not configured directly within Lightning App Builder or the Lightning page layout. Those interfaces control where the Events and Milestones component appears but do not maintain the icon assigned to each event or milestone type. Likewise, administrators do not simply upload an icon as a generic Static Resource and expect the Events and Milestones component to associate it automatically.
Custom icons improve rapid visual recognition when advisors review a customer ' s timeline-for example, distinguishing a marriage, home purchase, retirement event, business expansion, acquisition, or another milestone. Therefore, the appropriate location is the dedicated Financial Services Icons area for Life Events and Business Milestones.
質問 # 86
A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
正解：B、D、E
解説：
The following activities should be prioritized by the implementation team during planning for designing the Financial Services Cloud implementation:
Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on. Integrations are the connections or interactions that allow data or functionality to flow between different systems or platforms. You should prepare for integrations with your existing or new systems or platforms that support your business processes, such as transactional systems, external data sources, custodians, or other platforms. You should also consider the integration methods, tools, requirements, and challenges that you will need to address during the implementation.
Beyond the preconfigured settings, evaluate whether they need advanced customizations. Customizations are the changes or modifications that you make to Salesforce to meet your specific business needs or preferences.
You should evaluate whether you need advanced customizations beyond the preconfigured settings that Financial Services Cloud provides out of the box, such as custom objects, fields, formulas, validation rules, workflows, triggers, or components. You should also consider the impact, benefits, and risks of your customizations on your data model, user interface, performance, security, or maintenance.
Review the out-of-the-box capabilities and compare them to the company's current needs. Out-of-the-box capabilities are the features or functions that Financial Services Cloud offers without any customizations or configurations. You should review the out-of-the-box capabilities and compare them to your company's current needs and expectations. You should also identify any gaps or opportunities for improvement that you can address with configurations or customizations during the implementation. Verified References: :
Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
質問 # 87
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
正解：A、B、C
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 # 88
A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?
正解：A、B、D
解説：
Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financialneeds and deepen client relationships; Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank; Modernize client-advisor experiences from engagement to relationship management to effectively drive long- term, trusted relationships.
Reference: Financial Services Cloud | Salesforce
Explanation: Financial Services Cloud is a platform that enables banks to deliver seamless and personalized customerexperiences across multiple channels and devices. Financial Services Cloud can help banks achieve the following outcomes:
Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships. Financial Services Cloud provides tools such as Lead Conversion, Referral Management, Relationship Groups, and Compliant Data Sharing to facilitate cross-team collaboration and coordination.
Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
Financial Services Cloud providesa unified data model that integrates customer data from various sources, such as core banking systems, online banking portals, mobile apps, social media, and third-party providers.
Financial Services Cloud also provides features such as Customer Profile,Actionable Relationship Center, Interaction Summaries, and Einstein Analytics to provide a comprehensive and holistic view of the customer' s financial situation, needs, preferences, and interactions.
Modernize client-advisor experiences from engagement torelationship management to effectively drive long- term, trusted relationships. Financial Services Cloud provides features such as Client Onboarding, Action Plans, Goals-Based Planning, Financial Accounts, Financial Deals, Next Best Action, and Einstein Bots to enable advisors to deliver proactive and personalized advice, recommendations, and solutions to their clients.
質問 # 89
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