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These Salesforce Accredited Agentforce Financial Services Professional (AP-208) practice exams contain all the AP-208 questions that clearly and completely elaborate on the difficulties and hurdles you will face in the final Salesforce Accredited Agentforce Financial Services Professional (AP-208) exam. Salesforce Accredited Agentforce Financial Services Professional (AP-208) practice test is customizable so that you can change the timings of each session. ExamsLabs desktop Salesforce AP-208 Practice Test questions software is only compatible with windows and easy to use for everyone.
| Section | Objectives |
|---|---|
| Topic 1: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 2: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 3: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 4: Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Topic 5: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
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NEW QUESTION # 63
It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?
Answer: A,B
Explanation:
To integrate with an external system, Salesforce needs to have objects and fields that can store the data that will be sent from the external system via an API. These objects and fields should match the data structure and format of the external system as much as possible. Additionally, Salesforce needs to have an integration user and anintegration profile that can enable the connection between Salesforce and the external system. The integration user is a dedicateduser account that has access to the API and can perform data operations on behalf of other users. The integration profile is a custom profile that defines the permissions and settings for the integration user.
NEW QUESTION # 64
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
Answer: D
Explanation:
The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.
NEW QUESTION # 65
What are two language-related limitations of Financial Services Cloud?
Answer: B,C
Explanation:
Predefined reciprocalroles are available only in English and Referral record type labels are supported only in English are two language-related limitations of Financial Services Cloud. Predefined reciprocal roles are the roles that define the relationship between two individual clients or between an individual client and a group.
For example, Spouse, Child, Parent, etc. These roles are not translated into other languages and cannot be edited or deleted. Referral record type labels are the labels that indicate the type of referral, such as Client Referral or Prospect Referral. These labels are also not translated into other languages and cannot be edited or deleted.References: [Predefined Reciprocal Roles], [Referral Record Type Labels]
NEW QUESTION # 66
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers ' lives. What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
Answer: C
Explanation:
Agentforce Financial Services supports this requirement through Unique event types. Events and Milestones provide advisors with an at-a-glance view of significant customer life events and business milestones so that they can understand changing client needs and identify timely engagement opportunities.
For an event that should logically occur only once for a customer, the administrator can mark its Event Type as Unique. Salesforce specifically states that this setting is intended to prevent users from accidentally creating more than one occurrence of the same unique event type.
The configuration is performed on the Person Life Event object ' s Event Type field. The administrator edits the relevant picklist value and selects Unique. Business milestones can be configured similarly by working with the appropriate milestone type. Salesforce also supports activating or deactivating event types, hiding sensitive events, defining contextual actions, changing icons, and controlling the details displayed when users interact with an event or milestone.
Once-in-a-Lifetime, Special, and Single are not the Salesforce configuration designation tested here. The supported mechanism is explicitly the Unique setting.
NEW QUESTION # 67
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: A
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 # 68
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