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| Section | Objectives |
|---|---|
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
どのようにSalesforce AP-208試験に準備すると悩んでいますか。我々社のAP-208問題集を参考した後、ほっとしました。弊社のAP-208ソフト版問題集はかねてより多くのIT事業をしている人々は順調にSalesforce AP-208資格認定を取得させます。試験にパースする原因は我々問題集の全面的で最新版です。
質問 # 45
Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?
正解：D
解説：
The relationships between the parties when the FinancialServices Cloud consultant sets up Rachel's person account should be as follows:
Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member -Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
Reference: Work with Records Unit | Salesforce Trailhead
Explanation: A person account can belong to multiple households, but only one household can be the primary group. The primary group is the household that represents the person account's primary financial relationship.
The primarymember of a household is the person account who is the main contact for that household. A person account can also have other relationships with households, such as beneficiary, trustee, or power of attorney. A household can have related accounts and contacts that are not part of the household, but are associated with it for some reason.
質問 # 46
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、D
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 # 47
A system administrator at a financial services company wants to build a report to show Interest Tags. Which two things should the administrator consider when configuring the report?
正解：B、D
解説：
Interest Tags use Salesforce Topics infrastructure, but reporting begins with a custom report type whose primary object is Tag Categories. Salesforce states that Interest Tags are represented through Topics, so a report that surfaces Interest Tags must include the Topics object.
The administrator first creates a custom report type and selects Tag Categories as the Primary Object. Topics is then added as the related object. This relationship allows the report to group Interest Tags under their configured categories and display details such as the topic name, description, and the record to which the Interest Tag is assigned.
Option C reverses the required report-type relationship because Topics is not the primary object in Salesforce
' s documented Interest Tags report configuration. Option D is also inaccurate in its stated implementation. To limit results to tags assigned to a particular Salesforce object, administrators can use the record key prefix rather than simply choosing an object name from a generic filter.
This reporting architecture provides structured analysis of customer interests while retaining the Tag Category hierarchy used to organize Interest Tags. Therefore, the correct considerations are to report through Topics and make Tag Categories the primary object in the custom report type.
質問 # 48
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
正解：A、D
解説：
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.
質問 # 49
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
正解：B、C、D
解説：
Reference: Track Client Interactions - Salesforce
Explanation: Interaction Summaries are records that capture the details of a client interaction, such as a meeting, a call, or an email. Interaction Summaries can be linked to Financial Deals, which are records that represent a business opportunity or transaction with a client. Interaction Summaries and Financial Deals can have participants, which are records that represent the people or groups involved in the interaction or deal.
Participants can have different roles, such as advisor, client, specialist, or decision maker. Participant Role is a custom object that defines the possible roles for participants.
質問 # 50
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