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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
| Define and Design | 42% | - User experience and interface design - Data migration and integration strategy - Security and access design
|
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Initial setup and package installation - Automation and workflows
|
>> Salesforce AP-208최고품질 시험대비자료 <<
IT인증시험을 쉽게 취득하는 지름길은ExamPassdump에 있습니다. ExamPassdump의Salesforce인증 AP-208덤프로 시험준비를 시작하면 성공에 가까워집니다. Salesforce인증 AP-208덤프는 최신 시험문제 출제방향에 대비하여 제작된 예상문제와 기출문제의 모음자료입니다. Salesforce인증 AP-208덤프는 시험을 통과한 IT업계종사자분들이 검증해주신 세련된 공부자료입니다. ExamPassdump의Salesforce인증 AP-208덤프를 공부하여 자격증을 땁시다.
질문 # 94
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
정답：B,C
설명：
The required architecture combines Document Generation with a DataRaptor, now called an OmniStudio Data Mapper in current Salesforce terminology.
Document Generation merges Salesforce or OmniStudio data into predefined document templates and can produce documents that are subsequently converted to PDF. It is designed for outputs such as forms, contracts, proposals, reports, and customer correspondence where variable information must be populated dynamically.
The DataRaptor or Data Mapper supplies the data used to populate the template. An Extract retrieves fields from Salesforce, while mapping capabilities connect those extracted values to document tokens. Salesforce document-generation architecture supports automatic resolution of template token data from configured mappings such as DataRaptor Extracts.
In this scenario, the customer ' s newly entered address must populate predetermined address placeholders in the generated document. Document Generation produces the document, while the DataRaptor or Data Mapper provides and maps the Salesforce data.
Calculation Procedures perform calculations, and Integration Procedures orchestrate integrations. Neither replaces the dedicated document-generation and data-mapping capabilities required to create the prefilled PDF.
질문 # 95
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)
정답：A,C,E
설명：
To capture and display commercial customersand their parent companies, Lake Tahoe Bank SF Admin can use the following steps:
Add the Business record type to the Group record type mapper, which is a custom metadata type that defines which record types can be added as members of a group1.
Leverage Groups to capture the majority owner of acommercial customer, which is a business entity that has a stake in another business entity1. Groups are a feature that allows users to create and managehousehold and business relationships1.
Use Account hierarchy to capture minority owners of a commercial customer, which are business entities that have less than 50% stake in another business entity2. Account hierarchy is a feature that allows users to see how accounts are related to each other in a parent-child relationship2.
Link multiple owners to the business entity as a Group, which allows users to see all the stakeholders of a commercial customer in one place1
질문 # 96
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account, Account-Contact, and Contact-Contact Relationships?
정답：A,C,E
설명：
Agentforce Financial Services provides several specialized components for understanding and maintaining complex customer relationships. The relevant options here are Actionable Relationship Center, Relationship Map, and Group Members.
Actionable Relationship Center renders an interactive relationship hierarchy for accounts and contacts and combines multiple Financial Services relationship types in a single visual experience. It can work with Account-Account Relationship, Account-Contact Relationship, Contact-Contact Relationship, and reciprocal- role information.
The Relationship Map provides a visual representation of relationships involving Accounts, Contacts, and individuals. It helps users navigate interconnected customer relationships and understand how people, households, and organizations relate to one another.
The Group Members component displays the members of a relationship group and their associated information. Financial Services provides group-member experiences that enable users to work with household or group membership and related customer information.
The Family Members component is not one of the standard Financial Services relationship-management components represented in this architecture. The Life Events component serves a different purpose: it presents significant events and business milestones so advisors can identify changes in customer circumstances and take timely action.
Therefore, the relationship-oriented Financial Services components are Actionable Relationship Center, Relationship Map, and Group Members.
질문 # 97
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?
정답：D
설명：
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.
질문 # 98
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
정답：B,C,E
설명：
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches withOpportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account,Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial ServicesCloud. Banker is an object that represents a banker or an employee who works at a branch unit.
Branch Unit is an object that represents a physical location where bankers provide services to customers.
Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects.
질문 # 99
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