BTW, DOWNLOAD part of PassExamDumps AP-208 dumps from Cloud Storage: https://drive.google.com/open?id=15LQCZ9aSoypsAe2lJ3g0dwHM-ISh0kaU
Our AP-208 guide torrent will be the best choice for you to save your time. Because our products are designed by a lot of experts and professors in different area, our AP-208 exam questions can promise twenty to thirty hours for preparing for the exam. If you decide to buy our AP-208 test guide, which means you just need to spend twenty to thirty hours before you take your exam. By our AP-208 Exam Questions, you will spend less time on preparing for exam, which means you will have more spare time to do other thing. So do not hesitate and buy our AP-208 guide torrent.
| Section | Objectives |
|---|---|
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
The Salesforce Accredited Agentforce Financial Services Professional PDF practice material contains actual Salesforce AP-208 Exam Questions compiled by certified experts around the globe to benefit candidates. The criteria and pattern of the Salesforce Accredited Agentforce Financial Services Professional exam often change, and hence it is essential to use the updated exam study material for preparation. PassExamDumps provides free updates after purchase so that you get the latest Salesforce Exam Questions for the exam.
NEW QUESTION # 20
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?
Answer: A
Explanation:
According to the Salesforce documentation1, record rollups at the group level allow you to aggregate information from related records for several objects in Financial Services Cloud. When you enable record rollups at the group level, all correspondingrecords are stamped with the Primary Group in the Rollup__c lookup field. This field is added to the Account, Contact, Account Contact Relationship, and Financial Account objects. You can then use this field to create reports and dashboards that show aggregated data for each group.
NEW QUESTION # 21
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?
Answer: D
Explanation:
To make sure that Scott's data is rolling up to the Adams Household, the Banker should make the Adams Household Scott's primary Group and edit the Activities & Objects to Roll Up. A primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client.You can use primary Group to roll up financial data from all the financial accounts that are related to the client or the group. By making the Adams Household Scott's primary Group, the Banker can ensure that Scott's financial data is included in the household summary. The Banker can also edit the Activities & Objects to Roll Up to specify which items, such as financial accounts, goals, or referrals, should be rolled up for Scott. Verified References: : Salesforce Help Article 4
NEW QUESTION # 22
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
Answer: A,B,E
Explanation:
Actionable Relationship Center supports object-specific related lists so users can inspect relevant information without leaving the relationship graph. For the Account object, supported lists include Client Financial Goals, Household Financial Accounts, and Cases, making A, C, and D correct.
Salesforce ' s ARC documentation lists supported Account-related lists that include Household Financial Accounts, Household Financial Goals, Household Opportunities, Household Referrals, Financial Account Primary Owner, Client Financial Goals, Household Assets and Liabilities, Client Assets and Liabilities, Related Leads, Opportunities, and Cases.
The distinction between Account and other ARC-supported objects is important. Financial Holdings appears as a related-list option for the Financial Account object, not Account. Similarly, Notes and Attachments is supported for objects such as Contact, Lead or Referral, Opportunity, Asset and Liability, and Financial Holding, but it is not listed among the supported Account related lists in the ARC configuration matrix.
ARC can display up to ten related lists that have appropriate compact-layout configuration, and their display order follows the associated object ' s page-layout arrangement. This allows financial advisors to move from a high-level relationship visualization directly into relevant client financial goals, household account holdings, service cases, and other supported records.
NEW QUESTION # 23
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?
Answer: D
Explanation:
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
NEW QUESTION # 24
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
Answer: A
Explanation:
Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client's needs, preferences, and interactions. It alsohelps bankers route referrals to the best suited specialists or advisors.
NEW QUESTION # 25
......
Now we live in a highly competitive world. If you want to find a decent job and earn a high salary you must own excellent competences and rich knowledge. Under this circumstance, owning a AP-208 guide torrent is very important because it means you master good competences in certain areas and can handle the job well. The AP-208 exam prep we provide can help you realize your dream to pass exam and then own a AP-208 exam torrent. PassExamDumps provide high pass rate materials that are compiled by experts with profound experiences according to the latest development in the theory and the practice so they are of great value. Please firstly try out our AP-208 Exam Materials demo before you decide to buy our product. It is worthy for you to buy our AP-208 exam preparation not only because it can help you pass the exam successfully but also because it saves your time and energy.
AP-208 Dumps Cost: https://www.passexamdumps.com/AP-208-valid-exam-dumps.html
P.S. Free & New AP-208 dumps are available on Google Drive shared by PassExamDumps: https://drive.google.com/open?id=15LQCZ9aSoypsAe2lJ3g0dwHM-ISh0kaU