최신AP-208덤프샘플문제체험공부문제

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Define and Design42%- Data migration and integration strategy
- User experience and interface design
- Data model, objects, and relationships
  • 1. Person accounts, households, and relationship mapping
    • 2. Financial accounts, holdings, and products
      - Security and access design
      • 1. Role hierarchy, sharing rules, and field-level security
        • 2. Compliance and data privacy controls
          Discovery12%- Determine compliance and regulatory considerations
          - Analyze business processes and system architecture
          - Identify requirements and define solution scope
          Delivery and Configuration46%- Reporting, dashboards, and analytics
          - Integration and data exchange
          - Automation and workflows
          • 1. Flow, Process Builder, and OmniStudio
            - Initial setup and package installation
            - Configure core FSC features
            • 1. Actionable Relationship Center
              • 2. Financial goals and action plans
                • 3. Householding and roll-up summaries

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                  AP-208덤프샘플문제 체험 덤프로 시험에 도전

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                  최신 Accredited Professional AP-208 무료샘플문제 (Q106-Q111):

                  질문 # 106
                  To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
                  Which two functionalities are included in the FSC Unmanaged Extension Packages?

                  정답:A,C

                  설명:
                  Reference: Financial Services Cloud Packages
                  Explanation: Financial ServicesCloud functionality is available from two packages: the managed package and the unmanaged extension packages. The managed package contains most of the Financial Services Cloud functionality, such as custom fields and objects, list views and profiles of clients and households, and administrative configurations. The unmanaged extension packages provide additional functionality that is not included in the managed package, such as:
                  The Commercial Banking dashboard: This is a dashboard that provides insights into commercial banking activities and performance, such as loan portfolio health, deposit growth, referral pipeline, and customer satisfaction. The Commercial Banking dashboard is included in the unmanaged commercial banking extension package.
                  Field sets that configure how fields display in the client and household profiles: These are field sets that determine which fields are displayed in different sections of the client and household profiles, such as Client Overview, Household Overview, Client Details, Household Details, etc. The field sets are included in the unmanaged extension package.


                  질문 # 107
                  A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
                  Which three standard Insurance Platform components can digitally enable these core insurance operations?

                  정답:A,C,E

                  설명:
                  The following standard Insurance Platform components can digitally enable the core insurance operations of getting an insurance quote or submitting a claim:
                  Policy Administration, which is a component that allows users to manage the lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
                  Claims Management, which is acomponent that allows users to manage the lifecycle of insurance claims, such as creating, investigating, adjusting, or settling claims. By using Claims Management, the consulting firm can enable customers to submit and track their claims online.
                  Quote, Rate, and Apply, which is a component that allows users to create and compare insurance quotes, calculate premiums and discounts, and apply for policies online. By usingQuote, Rate, and Apply, the consulting firm can enable customers to get an insurance quote online


                  질문 # 108
                  To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

                  정답:C

                  설명:
                  My Domain is a feature in Salesforce that allows you to create a subdomain for your org. You need to enable My Domain to access Financial ServicesCloud Lightning Components, such as Actionable Relationship Center, Relationship Map, Life Events & Business Milestones, etc. To enable My Domain, you need to do the following:
                  Register a subdomain using the My Domain wizard in Setup > My Domain.
                  Deploy itto your users after testing it in your sandbox or developer org. Verified References: : Salesforce Help Article [7]


                  질문 # 109
                  Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?

                  정답:A

                  설명:
                  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.


                  질문 # 110
                  A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank. Which two features should a consultant leverage to design this business process?

                  정답:C,D

                  설명:
                  Current Agentforce Financial Services identity-verification architecture relies on Flows or Screen Flows and OmniStudio to guide service representatives through caller verification and integrate with verification services.
                  Salesforce provides identity-verification flow templates for call-center scenarios. A Verify Customer Identity flow can be added to an Engagement Interaction Lightning record page so an agent can launch a structured verification process while handling the customer ' s interaction. Salesforce also supplies Flow Screen Components for customer search and identity verification, enabling administrators to build Screen Flows tailored to the organization ' s verification requirements.
                  OmniStudio provides the complementary guided experience and integration architecture used throughout Agentforce Financial Services. External identity-verification requests can be initiated from a Flow or from an Integration Procedure inside an OmniScript, enabling secure orchestration with third-party identity- verification and AML providers.
                  Process Builder is not the appropriate current architecture for new process automation; Salesforce ' s modern implementation model centers on Flow. Discovery Framework focuses on assessments, questionnaires, and onboarding data collection rather than being the principal call-center identity-verification user experience.
                  Accordingly, Screen Flows and OmniStudio provide the guided interaction and integration capabilities required to build a modern identity-verification process.


                  질문 # 111
                  ......

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