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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Topic 2: Delivery and Configuration | 46% | - Automation and workflows
- Reporting, dashboards, and analytics - Integration and data exchange - Configure core FSC features
|
| Topic 3: Define and Design | 42% | - Data model, objects, and relationships
- User experience and interface design |
Before starting the Salesforce AP-208 preparation, plan the amount of time you will allot to each topic, determine the topics that demand more effort and prioritize the components that possess more weightage in the Salesforce AP-208 Exam. This kind of polished approach is beneficial for a commendable grade in the Salesforce AP-208 Exam.
NEW QUESTION # 102
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?
Answer: A
Explanation:
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefillfields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
NEW QUESTION # 103
A wealth client owns a boutique shoe store called Smith ' s Shoes. Their financial advisor would like to add this relationship to Agentforce Financial Services to track the complete picture of relationships related to the wealth client ' s household. Which three options should the Agentforce Financial Services consultant use when mapping this relationship in Agentforce Financial Services?
Answer: B,C,D
Explanation:
The household and the client ' s business are both represented as account-based entities. The client ' s household is modeled using an Account with the Household classification or record type, while Smith ' s Shoes is modeled as a Business Account. The relationship between those two account entities is represented using the Account-Account Relationship model.
Salesforce ' s Financial Services relationship architecture supports organizing customers into households while connecting those households with related businesses and organizations. Current documentation describes a household as a business account associated with a Party Relationship Group and related organizations as additional business-account records.
Salesforce also demonstrates the same pattern with a household and a related trust. The household is represented by a household account or group, the trust is represented as a business account, and the relationship is represented through account-to-account relationship modeling. ARC can use Account Account Relationship as a junction object to visualize these many-to-many connections.
A Contact object is not sufficient to model Smith ' s Shoes because the store is an organization, not an individual. Account Contact Relationship is primarily used to relate an individual or contact to an account.
Since the requirement is to connect the household account to a business account, the correct combination is Household Account, Business Account, and Account Account Relationship.
NEW QUESTION # 104
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?
Answer: C
Explanation:
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.
NEW QUESTION # 105
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
Answer: B
Explanation:
Reference: Financial Services Cloud Permission Set Licenses - Salesforce Explanation: Permission set licenses are a way to grant additional permissions and access settings to users based on their job function or role. Permission set licenses can extend the functionality of the user's existing license type without changing it. Financial Services Cloud provides four permission set licenses that correspond todifferent user personas and use cases:
FSC Foundations: This permission set license grants access to basic Financial Services Cloud features, such as Client Segmentation, Relationship Groups, Relationship Map, Financial Accounts, Financial Goals, and Financial Summary. This permission set license is suitable for users who need to view and manage client data and relationships, such as personal bankers or service representatives.
FSC Basic: This permission set license grants access to advanced Financial Services Cloud features, such as Action Plans, Interaction Summaries, Interaction Participants, Financial Deals, Financial Deal Participants, and Record Alerts. This permission set license is suitable for users who need to track and execute client interactionsand transactions, such as advisors or specialists.
FSC Extension: This permission set license grants access to additional Financial Services Cloud features that are not included in the other permission set licenses, such as Household Rollups and CompliantData Sharing.
This permission set license is suitable for users who need to perform complex calculations or comply with data regulations, such as analysts or compliance managers.
FSC Standard: This permission set license grants access to all Financial Services Cloud features that are included in the other permission set licenses. This permission set license is suitable for users who need full access and functionality of Financial Services Cloud, such as super users or administrators.
NEW QUESTION # 106
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?
Answer: A,B,C
Explanation:
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.
NEW QUESTION # 107
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