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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Delivery and Configuration | 46% | - Initial setup and package installation - Reporting, dashboards, and analytics - Automation and workflows
- Configure core FSC features
|
| Define and Design | 42% | - Security and access design
- Data model, objects, and relationships
|
Salesforce AP-208 인증시험 최신버전덤프만 마련하시면Salesforce AP-208시험패스는 바로 눈앞에 있습니다. 주문하시면 바로 사이트에서 pdf파일을 다운받을수 있습니다. Salesforce AP-208 덤프의 pdf버전은 인쇄 가능한 버전이라 공부하기도 편합니다. Salesforce AP-208 덤프샘플문제를 다운받은후 굳게 믿고 주문해보세요. 궁금한 점이 있으시면 온라인서비스나 메일로 상담받으시면 됩니다.
질문 # 28
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
정답：B,C,D
설명：
The following objects should be used when planning to use the Mortgage Data Model to integratewith external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder's financial goal. You can use the Financial Account object to store information about your customers' financial accounts, such as type, balance, status, or interestrate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers' financial accounts.
Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]
질문 # 29
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?
정답：A,B,D
설명：
Reference: Set Up Clients, Households, and Relationships, Compliant Data Sharing in Financial Services Cloud | Salesforce Trailhead, Track Client Interactions - Salesforce Explanation: Some considerations when adopting FSC-related objects are:
In a household, each household member is modeled as a Contact, and the household is modeled as an Account. A household is a type of relationship group that represents a group of clientswho have a direct relationship with one another and shared financials, such as spouses and their dependent children. A household is modeled as an Account record with a custom record type of Household. Each household member is modeled as a Contact record that is related to the household Account. A household can also have related accounts and contacts that are not part of the household, but are associated with it for some reason.
Both the Financial Deal object and the Opportunity object support Compliant DataSharing. Compliant Data Sharing (CDS) is a feature of FSC that allows granular control over access to sensitive data in Account and Opportunity objects. CDS can help financial services companies comply with regulations and policies that restrict data visibility based on user roles. CDS can also be enabled for the Financial Deal object, which is a custom object that represents a business opportunity or transaction with a client. The Financial Deal object can be used instead of or in addition to the Opportunity object, depending on the business needs.
Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object. Interaction Summary is a custom object that captures the details of a client interaction, such as a meeting, a call, or an email. Interaction Summary can be linked to other FSC objects, such as Financial Accounts, Financial Goals, Financial Deals, or Relationship Groups. Interaction Summary can also have participants, which are records that represent the people or groups involved in the interaction.
질문 # 30
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
정답：B,C,D
설명：
The following actions regarding functionality and features should be suggested to help guide Cumulus Insurance users through their complex business processes:
Configure Dynamic Actions for Lightning pages. Dynamic Actions are a feature that allows you to customize the actions that appear on a Lightning page based on criteria such as record type, field value,device type, or user profile. You can use Dynamic Actions to show or hide actions that are relevant or irrelevant for each stage of the business process, such as creating a case, sending an email, or generating a quote.
Enable In-App Guidance to providewalk-throughs. In-App Guidance is a feature that allows you to create prompts and guided tours that appear within the Salesforce app to help users learn new features, complete tasks, or adopt best practices. You can use In-App Guidance to provide step-by-step guidance for complex business processes, such as onboarding a customer, submitting a claim, or renewing a policy.
Use flows to remove the need for complex Lightning pages. Flows are a tool that allows you to automate business processes and guide usersor 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.
You can use flows to simplify and streamline complex business processes, such as applying for a loan, enrolling in a plan, or changing a beneficiary. Verified References: : Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
질문 # 31
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?
정답：B
설명：
Reference: Discover Multiple Currency Settings Unit | Salesforce Trailhead Explanation: Multiple currencies is a feature of Salesforce that allows organizations to work with more than one currency in their records, reports, and forecasts. Multiple currencies can help organizations that operate in different countries or regions to manage their financial data in local currencies, while also providing a consistent view of the data in a single corporate currency. Advanced currency management is a feature of Salesforce that allows organizations to track historical exchange rates and apply them to records based on their close date. Advanced currency management can help organizations that deal with fluctuating exchange rates to accurately report on their revenue and performance over time.
To enable and apply multiple currencies, the administrator needs to do the following steps:
From Setup, in the Quick Find,search for Company Information, then select Company Information.
Click Edit.
Check Activate Multiple Currencies.
Click Save.
From Setup, in the Quick Find, search for Manage Currencies, then select Manage Currencies.
Click Enable Advanced Currency Management.
Click Save.
Set the corporate currency for the corporate headquarters office by editing the currency field on the account record.
질문 # 32
What actions can a Wealth Advisor take from the Life Events card?
정답：C,D,E
설명：
The Life Events experience is intended to turn significant customer events into actionable advisor workflows rather than merely display historical information. Within the supplied Financial Services curriculum, the advisor actions represented are Create Lead and Referral, Request Record Approval, and Create Opportunity.
Salesforce ' s Events and Milestones architecture implements this behavior through contextual actions.
Administrators can create actions on the Person Life Event object and expose those actions in the expanded event card. This allows an advisor to act immediately when a life event indicates a new service need, sales opportunity, referral opportunity, or internal process requirement.
For example, a life event can signal a need that should become an Opportunity, a requirement that should be routed to another line of business through a Lead or Referral, or an internal decision that requires an approval action. The action is launched in the context of the customer and the life event, helping maintain traceability between the event and the resulting business process.
The exact available actions can be tailored by the organization through configuration. The core design principle is that Life Events should translate customer insight into timely, trackable advisor actions rather than remain passive informational records.
질문 # 33
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