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| Section | Weight | Objectives |
|---|---|---|
| Banking and Lending Features | 15% | - Digital lending workflows - Compliance and regulatory considerations - Account aggregation |
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Client Management | 15% | - Client profiling and segmentation - Relationship types and hierarchy - Client lifecycle management - Household management |
| Data Model and Architecture | 18% | - Financial Account and Financial Holding objects - Custom objects for financial products - Relationship mapping between accounts and contacts - Individual and Household data model |
| Wealth Management Capabilities | 20% | - Investment portfolio management - Financial goals and planning - Asset allocation tracking - Performance monitoring |
当社Jpexamは、優れた職人技と成熟したサービスシステムを備えた専門家グループを作り上げました。 AP-208の最新の質問の品質は高いです。なぜなら、私たちの専門家チームが実際の試験のニーズに応じてそれらを整理および編集し、試験に関するすべての情報の本質を抽出したからです。したがって、当社のAP-208認定ツールは、同種の学習教材の中でもブティックです。高品質のAP-208試験準備のための熱心な追求により、最高ランクのAP-208テストガイドが作成され、販売量が常に増加しています。
質問 # 101
A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?
正解：A、C、D
解説：
The following steps are needed to document the requirement for digitizing and automating the customer onboarding process following the discovery session:
Document the business process flows. You need to document the current and future state of the business process flows for customer onboarding, such as the steps, inputs, outputs, decisions, and dependencies involved in each flow. You can use tools such as diagrams, charts, or tables to illustrate the process flows and identify the pain points, gaps, or opportunities for improvement.
Understand the journey for the multiple personas involved in the process. You need to understand thejourney for each persona that participates in or interacts with the customer onboarding process, such as the customer, the client specialist, or the manager. You can use tools such as personas, journey maps, or user stories to capture the needs, goals, pain points, and expectations of each persona and how they experience the process from their perspective.
Determine the best e-signature solution to use. You need to determine the best e-signature solution to use for collecting and processing digital signatures from customers during the onboarding process. You can use tools such as research, analysis, or comparison to evaluate different e-signature solutions based on criteria such as functionality, compatibility, security, cost, or user feedback. Verified References: : Salesforce Help Article
[11] : Salesforce Help Article [12] : Salesforce Help Article [13]
質問 # 102
An exact management firm that is moving to Subadvisor from its old CMM wants to be able to bring over its client data on drivers ' licenses and passports.
Which Financial Services Cloud object should a consultant recommend?
正解：C
解説：
The appropriate object is Identity Document. Drivers ' licenses and passports are formal identity credentials and should be represented using a structured identity-document model rather than as generic checklist or received-document records.
Salesforce uses Identity Document terminology throughout its identity-document processing capabilities.
Intelligent Document Reader and related onboarding capabilities can extract structured information from uploaded passports and driver ' s licenses by treating them as identity documents.
Modeling identity credentials explicitly allows an implementation to distinguish personally identifying documentation from ordinary supporting documents used in onboarding, underwriting, servicing, or compliance workflows. Identity-document information can then participate in identity verification, KYC, onboarding, and related Financial Services processes.
A Document Checklist Item serves a different purpose: it tracks whether a required document has been requested, received, reviewed, or otherwise processed as part of a checklist. It does not itself represent the customer ' s identity credential as the principal identity-data entity. Similarly, generic received or resolved document structures address document workflow rather than the semantic representation of the identity credential.
Therefore, when migrating customer information associated with passports and driver ' s licenses, Identity Document is the Financial Services object aligned to the identity-document use case.
質問 # 103
A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?
正解：B
解説：
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
SetBusiness Hours
Set Up Company-wide Holidays
質問 # 104
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?
正解：C
解説：
Financial Account Management provides the Agentforce Financial Services data model and user experience used to represent and manage customers ' financial-product relationships. A Financial Account can represent a checking or savings account, investment account, credit card, mortgage, loan, or another financial product.
Related objects can represent account parties, balances, addresses, transactions, and associated information.
Salesforce ' s Financial Services architecture provides Financial Account and associated objects specifically to model financial accounts and their related information. Administrators provide appropriate permissions to advisors, personal bankers, integration users, or other personas that require access.
Financial Services also provides Financial Account Summary experiences on the customer ' s Account page.
Advisors can use them to view financial account details and related information in the context of the client relationship. This creates the consolidated account-level visibility financial advisors need for servicing and relationship management.
Performance reporting analyzes business results but is not the underlying client-account management capability. Client onboarding handles customer acquisition and setup processes. Opportunity management addresses potential sales or revenue-generating activities rather than established client financial products.
Therefore, Financial Account Management is the feature directly responsible for representing, tracking, and servicing customers ' financial accounts.
質問 # 105
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?
正解：A、C
解説：
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.
質問 # 106
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