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All operating systems also support this web-based AP-208 practice test. The third format is desktop Salesforce AP-208 practice exam software that can be accessed easily after installing it on your Windows PC or Laptop. These formats are there so that the students can use them as per their unique needs and prepare successfully for Financial Services Cloud Accredited Professional (AP-208) the on first try.
| Section | Objectives |
|---|---|
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
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NEW QUESTION # 57
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?
Answer: D
Explanation:
To make sure that Scott's data is rolling up to the Adams Household, the Banker should make the Adams Household Scott's primary Group and edit the Activities & Objects to Roll Up. A primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client.You can use primary Group to roll up financial data from all the financial accounts that are related to the client or the group. By making the Adams Household Scott's primary Group, the Banker can ensure that Scott's financial data is included in the household summary. The Banker can also edit the Activities & Objects to Roll Up to specify which items, such as financial accounts, goals, or referrals, should be rolled up for Scott. Verified References: : Salesforce Help Article 4
NEW QUESTION # 58
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
Answer: A,C
Explanation:
Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4
NEW QUESTION # 59
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?
Answer: C
Explanation:
The Financial Services Cloud capability that provides the ability to accommodate the request of sharing specific records with certain users who are not typically engaged in that account is Compliant Data Sharing.
Compliant Data Sharing is a feature that allows users to share records withother users based on criteria such as record type or field value. Users can create sharing rules for objects such as account, contact, individual, financial account role, opportunity participant role, or case team role. By using Compliant Data Sharing, the financial institution can share records with legal and compliance members who must be engaged for particular deals based on a field value that indicates the deal type.
NEW QUESTION # 60
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
Answer: B,D
Explanation:
Hank can see Action Plan Tasks in two places:
Onthe related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all thetasks assigned to him across different accounts and filter them by various criteria.
NEW QUESTION # 61
A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?
Answer: C
Explanation:
To design the future state business process using FSC features, the administrator should create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to "Customer".
An action plan is a feature that allows users to create templates for common client processes, such as account opening, loan application, or financial review. An action plan template consists of action plan items that define the tasks, subtasks, and deadlines for each step of the process. By creating an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to "Customer", the administrator can automate the email reminder process and track and report on the progress in FSC
NEW QUESTION # 62
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