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| Section | Objectives |
|---|---|
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
As practice makes perfect, we offer three different formats of AP-208 exam study material to practice and prepare for the AP-208 exam. Our Salesforce AP-208 practice test simulates the real Salesforce Accredited Agentforce Financial Services Professional (AP-208) exam and helps applicants kill exam anxiety. These AP-208 practice exams provide candidates with an accurate assessment of their readiness for the AP-208 test.
NEW QUESTION # 81
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?
Answer: A
Explanation:
The Financial Services Cloud capability that provides the ability to accommodate the request of sharing specific records with certain users who are not typically engaged in that account is Compliant Data Sharing.
Compliant Data Sharing is a feature that allows users to share records withother users based on criteria such as record type or field value. Users can create sharing rules for objects such as account, contact, individual, financial account role, opportunity participant role, or case team role. By using Compliant Data Sharing, the financial institution can share records with legal and compliance members who must be engaged for particular deals based on a field value that indicates the deal type.
NEW QUESTION # 82
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?
Answer: B
Explanation:
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]
NEW QUESTION # 83
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?
Answer: C,D
Explanation:
For a retail-banking transformation, cross-line-of-business collaboration and modernized relationship management are direct strategic outcomes of Agentforce Financial Services. Salesforce positions its banking platform around unified customer information, referrals across lines of business, personalized engagement, and deeper customer relationships.
Referral capabilities allow teams to identify a customer ' s financial need and route the opportunity to the appropriate specialist elsewhere in the institution. This breaks down organizational silos and enables the bank to deepen relationships and increase wallet share. Agentforce Financial Services also modernizes banker and advisor engagement by bringing customer relationships, financial information, interactions, goals, and opportunities into a unified operating environment. This enables more personalized and trusted long-term engagement.
The policyholder and underwriting option is insurance-specific and does not fit the banking scenario. Client onboarding is a supported Financial Services capability and can be a valid ROI outcome, The verified outcomes represented in the available question content are therefore improved collaboration through leads and referrals and modernization of client-advisor relationship management.
NEW QUESTION # 84
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?
Answer: A,D,E
Explanation:
The following options are available to view and update Account-Account, Account-Contact, and Contact- Contact Relationships in Financial Services Cloud:
Actionable Relationship Center: This is a Lightning component that displays a list of all the relationships for a client or a group. You can use it to view, create, edit, and delete relationships.
Relationship Map: This is a Lightning component that displays a graphical representation of all the relationships for a client or a group. You can use it to visualize and navigate the relationship network.
Group Members Component: This is a Lightning component that displays a list of all the members of agroup.
You can use it to view, add, and remove group members. Verified References: : Salesforce Financial Services Cloud User Guide, page 34. : Salesforce Financial Services Cloud User Guide, page 36. : Salesforce Financial Services Cloud User Guide, page38.
NEW QUESTION # 85
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?
Answer: D
Explanation:
As part of the preparation for the data migration process, the administrator should run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration. This is a best practice for data migration in Salesforce that allows the administrator to identify the data they want to migrate, create templates for the data, prepare the destination org, and validate the data2. By running a daily backup data export for a week, the administrator can captureany changes or updates in the data and compare them with previous exports. By continuing to run this job weekly until they are ready for data migration, the administrator can ensure that they have the most recent and accurate data to migrate into Financial Services Cloud.Verified References: 2
NEW QUESTION # 86
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