P.S. JapancertがGoogle Driveで共有している無料かつ新しいAP-208ダンプ：https://drive.google.com/open?id=19cxKQhRdu_hkByPf-1ccUlUZ1c4ivNPj
AP-208試験トレントの3つのバージョンを提供しており、PDFバージョン、PCバージョン、APPオンラインバージョンが含まれています。各バージョンの機能と使用方法は異なり、実際の状況に適した最も便利なバージョンを選択できます。たとえば、PDFバージョンは、AP-208テストトレントをダウンロードして印刷するのに便利で、学習の閲覧に適しています。 PDFバージョンを使用している場合は、ペーパーで急流AP-208ガイドを印刷できます。 AP-208試験問題のPCバージョンは、Financial Services Cloud Accredited Professional実際の試験環境を刺激します。
| Section | Objectives |
|---|---|
| Topic 1: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 2: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 3: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Topic 4: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 5: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
資格試験の意味は、いくつかの点で、さまざまな専門分野での能力を示す資格を取得する候補者の能力を証明することです。 AP-208学習ガイドの教材を選択すると、限られた学習時間でより多くの価値を生み出し、より多くの知識を学び、AP-208試験を受けることができます。認定試験を通して、これはAP-208の実際の質問であり、すべてのユーザーの共通の目標であり、信頼できるヘルパーです。 AP-208資格証明書の取得は、ユーザーのキャリア開発のニーズによりよく応えることができます。
質問 # 95
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
正解：B、D
解説：
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75.
質問 # 96
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?
正解：D
解説：
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.
質問 # 97
Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?
正解：C、D、E
解説：
The following Permission Set Licenses give users access to Financial Services Cloud features:
Financial Services Cloud Standard: This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL)1.
Action Plans: This license enables user access to the Action Plansfeature, which allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed2.
FSC Insurance: This license enables user access to the Insurance feature, whichallows users to manage insurance policies and claims for clients. This license also provides access to some Insurance objects such as Policy, Claim, Coverage Type, Policy Product, Policy Product Offering. Verified References: 12
質問 # 98
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：A、B、D
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 # 99
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?
正解：B、C、E
解説：
Compliant Data Sharing (CDS)is a feature of Financial Services Cloud that lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Some of the things to consider when implementing CDSin Financial Services Cloud (FSC) are:
CDS in FSC allows record owners to grant access to their records to other FSC users. Record ownerscan use the Manage Participants component on record pages to share their records with other users who have relevant roles or permissions6.
CDS can only be applied to FSC objects and Account and Opportunity objects. CDS supports sharing for Account, Opportunity, Financial Account, Financial Holding, Financial Goal, Referral, Relationship Group, Action Plan Template, Action Plan, Action Item Template, Action Item, Interaction Summary, Interaction Summary Participant Role Assignment, Interaction Summary Participant Role Definition7.
To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model. This ensures that only record owners and users above them in the role hierarchy have access to the records by default8.
References:
Compliant Data Sharing
Work with Compliant Data Sharing
質問 # 100
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Japancertが提供した教育資料は真実のテストに非常に近くて、あなたが弊社の短期の特殊訓練問題を通じてすぐにSalesforce専門の知識を身につけられます。弊社は君のAP-208試験の１００％合格率を保証いたします。
AP-208合格体験談: https://www.japancert.com/AP-208.html
ちなみに、Japancert AP-208の一部をクラウドストレージからダウンロードできます：https://drive.google.com/open?id=19cxKQhRdu_hkByPf-1ccUlUZ1c4ivNPj