最高のSalesforce AP-208日本語版参考資料最初の試行からSalesforce Salesforce Accredited Agentforce Financial Services Professional試験に合格するのに役立ちます

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Discovery12%- Analyze business processes and system architecture
- Determine compliance and regulatory considerations
- Identify requirements and define solution scope
Topic 2: Define and Design42%- Data migration and integration strategy
- Security and access design
  • 1. Compliance and data privacy controls
    • 2. Role hierarchy, sharing rules, and field-level security
      - Data model, objects, and relationships
      • 1. Person accounts, households, and relationship mapping
        • 2. Financial accounts, holdings, and products
          - User experience and interface design
          Topic 3: Delivery and Configuration46%- Automation and workflows
          • 1. Flow, Process Builder, and OmniStudio
            - Reporting, dashboards, and analytics
            - Initial setup and package installation
            - Integration and data exchange
            - Configure core FSC features
            • 1. Actionable Relationship Center
              • 2. Financial goals and action plans
                • 3. Householding and roll-up summaries

                  >> AP-208日本語版参考資料 <<

                  Salesforce AP-208日本語解説集 & AP-208専門知識訓練

                  私たち全員が知っているように、試験の準備プロセスは非常に面倒で時間がかかります。 AP-208試験の準備のために他のことをするために時間を割く必要があり、多くの重要なことが遅れました。この問題に直面した場合は、AP-208の実際の試験を選択してください。教材を使用すると、試験に参加できるのは準備に約20〜30時間かかる場合のみです。残りの時間は、やりたいことを何でもできます。これにより、レビューのプレッシャーを完全に軽減できます。

                  Salesforce Accredited Agentforce Financial Services Professional 認定 AP-208 試験問題 (Q75-Q80):

                  質問 # 75
                  To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

                  正解:D

                  解説:
                  My Domain is a feature in Salesforce that allows you to create a subdomain for your org. You need to enable My Domain to access Financial ServicesCloud Lightning Components, such as Actionable Relationship Center, Relationship Map, Life Events & Business Milestones, etc. To enable My Domain, you need to do the following:
                  Register a subdomain using the My Domain wizard in Setup > My Domain.
                  Deploy itto your users after testing it in your sandbox or developer org. Verified References: : Salesforce Help Article [7]


                  質問 # 76
                  An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Doggington. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Doggington household. While creating the Household group, the advisor attempted to input the below information but received an error. Member Name: Oliver Doggington Role in Group: Client Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Member Name: Macie Doggington Role in Group: Spouse Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Based on the information provided, what caused the error that the advisor received?

                  正解:A

                  解説:
                  A Financial Services household can have only one Primary Member. Both Oliver and Macie have Primary Member enabled, which violates this household-modeling rule and causes the configuration error.
                  Salesforce household guidance states that designating a primary member is optional, but a household can have only one primary member. The primary member commonly represents the principal client or primary relationship within the household. Other members receive roles that describe their relationship to that primary member, such as Spouse or Dependent.
                  The other settings shown are valid. Multiple members can designate the same household as their Primary Group. Primary Group identifies the household to which a person ' s qualifying records and activities should roll up. A spouse can be a valid relationship role, and multiple household members can have their eligible activities and financial information summarized to the same primary household.
                  The advisor should therefore retain one individual-typically the principal client-as Primary Member and clear Primary Member for the spouse while leaving the appropriate relationship and Primary Group settings in place.


                  質問 # 77
                  A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

                  正解:B、E

                  解説:
                  The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
                  Create a Life Event for the birth of the childand a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create arecord for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referralsto create a record for the Education Savings Account and route it to the appropriate banker.
                  Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloudthat allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified References: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.


                  質問 # 78
                  Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?

                  正解:D

                  解説:
                  The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or 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. Flows can also integrate with existing data and prefillfields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2


                  質問 # 79
                  A wealth management division manages the financial assets of many wealthy clients.
                  Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

                  正解:B、C、D

                  解説:
                  The following steps should be taken by the consultant to offer a high level of customization to boost user productivity for the wealth management division:
                  Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers. A Custom Field Set is a construct inFinancial Services Cloud that allows you to define a collection of fields that can be displayed in a Lightning component, such as the Financial Summary or the Financial Account List.
                  You can use Custom Field Sets to customize the fields that are relevant for different user groups or business scenarios, without modifying the underlying data model or page layout. You can create a Custom Field Set by goingto Setup > Object Manager > Financial Account > Field Sets and adding or removing fields according to your requirements.
                  Assign the Custom Field Set to the Financial Summary component. The Financial Summary component is a Lightning component that displays aggregated financial data for a selected record, such as an account, contact, or opportunity. You can usethe Financial Summary component to provide a holistic view of your client's financial situation and goals. You can assign a Custom Field Set to the Financial Summary component by using the Lightning App Builder and selecting the Custom Field Set from theComponent Properties panel.
                  Assign the Custom Field Set To a Lightning component. A Lightning component is a reusable unit of user interface that can be added to any Lightning page, such as record pages, app pages, or Home pages. You can use Lightning components to enhance the functionality and user experience of your pages. You can assign a Custom Field Set to a Lightning component by using the Lightning App Builder and selecting the Custom Field Set from the Component Properties panel. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3


                  質問 # 80
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