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| Section | Objectives |
|---|---|
| Topic 1: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 2: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 3: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 4: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Topic 5: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
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質問 # 57
How should developers configure customized nodes for display in ARC?
正解：B
解説：
To configure customized nodes fordisplay in ARC, developers should reference the Lightning Web Component in the Display properties of the custom ARC relationship graph. A Lightning Web Component is a custom framework for creating reusable web components that run natively in browsers andleverage modern web standards. A custom ARC relationship graph is a metadata type in Financial Services Cloud that defines how account-account relationships are displayed in ARC, such as node shape, color, size, label, or icon. You can use Lightning Web Components and custom ARC relationship graphs to create customized nodes for ARC that show additional information or functionality for each account. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10]
質問 # 58
A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
正解：B、D、E
解説：
The following steps should be taken by the administrator to configure Financial Services Cloud correctly based on the scenario:
Assign the record typeto users. You need to assign the new record type to the user profiles or permission sets that need to create or access referrals of that type. You can assign record types by going to Setup > Profiles > Object Settings > Leads > Record Types or Setup > Permission Sets > Object Settings > Leads > Record Types.
Create a new record type Referral' on the Lead object. You need to create a new record type on the Lead object and name it Referral. You can use this record type to distinguish referrals from other types of leads and apply different page layouts, business processes, or validation rules for referrals.
Update the lead page layout. You need to update the page layout for the Referral record type and add or remove fields according to the requirements. You canalso make some fields required or read-only on the page layout level. You can edit page layouts by going to Setup > Object Manager > Lead > Page Layouts. Verified References: : Salesforce Help Article 3 : Salesforce Help Article [4] : Salesforce Help Article [5]
質問 # 59
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
正解：B、D、E
解説：
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3
質問 # 60
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?
正解：B
解説：
As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.
質問 # 61
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
正解：A
解説：
Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client's needs, preferences, and interactions. It alsohelps bankers route referrals to the best suited specialists or advisors.
質問 # 62
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PDFバージョン、ソフトバージョン、APPバージョンの3つのバージョンのAP-208練習問題を選択できます。 AP-208トレーニング資料のPDFバージョンは読みやすく、覚えやすく、印刷リクエストをサポートしているため、紙で印刷して練習することができます。 AP-208実践教材のソフトウェアバージョンは、シミュレーションテストシステムをサポートし、セットアップの時間を与えることには制限がありません。 このバージョンはWindowsシステムユーザーのみをサポートすることに注意してください。 AP-208試験問題のオンライン版は、あらゆる種類の機器やデジタルデバイスに適しています。モバイルデータなしで練習することを条件に、オフラインでの運動をサポートします。
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