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| Section | Objectives |
|---|---|
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| 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 |
| Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
当社は、AP-208トレーニング資料の研究と革新への資本投資を絶えず増やし、国内および国際市場でのAP-208学習資料の影響を拡大しています。私たちのAP-208練習の高い品質と合格率は、テストのAP-208認定の準備をするときにクライアントが学習資料を購入することを選択する98％以上を疑問視しているためです。私たちは、業界と絶えず拡大しているクライアントベースの間で良い評判を確立しています。
質問 # 63
A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?
正解：C
解説：
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt- out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up trackingand storage of certain dataprivacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query,create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]
質問 # 64
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?
正解：A
解説：
Interaction Summary is the Financial Services Cloud feature that should be recommended in this scenario.
Interaction Summary is a standard object that represents a summary of an interaction with a client or a group of clients. It allows the user to capture meeting notes, specify confidentiality level, link related records, and associate interaction participants. Interaction Summary can be created from the Interaction Summary componenton a record page or from the New Interaction Summary action on a list view or related list.
References: [Interaction Summary Object], [Create an Interaction Summary]
質問 # 65
Which step is required to give a group of users access to a Financial Deal?
正解：B
解説：
To give a group of users access to a Financial Deal, you need to share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list. The Financial Deal Participants related list is a custom related list on the Financial Deal object that allows you to add users, groups, or queues as participants of a financial deal.Participants can have different roles and access levels for a financial deal, such as Owner, Collaborator, Viewer, or Approver. By adding a group as a participant, you can grant access to all the members of that group for a specific financial deal. Verified References: :
Salesforce Help Article [6] : Salesforce Help Article [7]
質問 # 66
An exact management firm that is moving to Subadvisor from its old CMM wants to be able to bring over its client data on drivers ' licenses and passports.
Which Financial Services Cloud object should a consultant recommend?
正解：A
解説：
The appropriate object is Identity Document. Drivers ' licenses and passports are formal identity credentials and should be represented using a structured identity-document model rather than as generic checklist or received-document records.
Salesforce uses Identity Document terminology throughout its identity-document processing capabilities.
Intelligent Document Reader and related onboarding capabilities can extract structured information from uploaded passports and driver ' s licenses by treating them as identity documents.
Modeling identity credentials explicitly allows an implementation to distinguish personally identifying documentation from ordinary supporting documents used in onboarding, underwriting, servicing, or compliance workflows. Identity-document information can then participate in identity verification, KYC, onboarding, and related Financial Services processes.
A Document Checklist Item serves a different purpose: it tracks whether a required document has been requested, received, reviewed, or otherwise processed as part of a checklist. It does not itself represent the customer ' s identity credential as the principal identity-data entity. Similarly, generic received or resolved document structures address document workflow rather than the semantic representation of the identity credential.
Therefore, when migrating customer information associated with passports and driver ' s licenses, Identity Document is the Financial Services object aligned to the identity-document use case.
質問 # 67
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?
正解：A
解説：
To update an existing, published Action Plan Template, the Admin should clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template. Thisis because published Action PlanTemplates cannot be edited directly or set to inactive4. Cloning an Action Plan Template creates a copy of it with a new name and ID, which can then be modified and published4.Verified References: 4
質問 # 68
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多くの人々は高い難度のSalesforce認証AP-208試験に合格するのは専門の知識が必要だと思います。それは確かにそうですが、その知識を身につけることは難しくないとといわれています。Salesforce業界ではさらに強くなるために強い専門知識が必要です。
AP-208合格体験記: https://www.passtest.jp/Salesforce/AP-208-shiken.html
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