AP-208 Deutsche Prüfungsfragen - AP-208 Pruefungssimulationen

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Salesforce AP-208 Exam Syllabus Topics:

Section	Weight	Objectives
Implementation and Configuration	10%	- Security model considerations - Best practices for deployment - Setup and configuration basics
Client Management	15%	- Client lifecycle management - Client profiling and segmentation - Relationship types and hierarchy - Household management
Banking and Lending Features	15%	- Digital lending workflows - Account aggregation - Compliance and regulatory considerations
Analytics and Reporting	12%	- Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors
Financial Services Cloud Overview	10%	- Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud
Wealth Management Capabilities	20%	- Financial goals and planning - Investment portfolio management - Asset allocation tracking - Performance monitoring
Data Model and Architecture	18%	- Individual and Household data model - Relationship mapping between accounts and contacts - Custom objects for financial products - Financial Account and Financial Holding objects

>> AP-208 Deutsche Prüfungsfragen <<

AP-208 Pruefungssimulationen & AP-208 Demotesten

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Salesforce Accredited Agentforce Financial Services Professional AP-208 Prüfungsfragen mit Lösungen (Q36-Q41):

36. Frage
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A. Add the Financial Account List component to the Account Lightning record page.
B. Configure the Financial Account List components for each required category.
C. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
D. Configure Financial Account record types to match the required categories.
E. Create a custom picklist on the Financial Account object totrack the Typ

Antwort: B,C,E

Begründung:
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches withOpportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account,Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial ServicesCloud. Banker is an object that represents a banker or an employee who works at a branch unit.
Branch Unit is an object that represents a physical location where bankers provide services to customers.
Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects.

37. Frage
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A. Policy Administration
B. Claims Management
C. Quote Creathqn Toolbox
D. Quote, Rate, and Apply
E. MobileClaimSubmission

Antwort: A,B,D

Begründung:
The following standard Insurance Platform components can digitally enable the core insurance operations of getting an insurance quote or submitting a claim:
Policy Administration, which is a component that allows users to manage the lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
Claims Management, which is acomponent that allows users to manage the lifecycle of insurance claims, such as creating, investigating, adjusting, or settling claims. By using Claims Management, the consulting firm can enable customers to submit and track their claims online.
Quote, Rate, and Apply, which is a component that allows users to create and compare insurance quotes, calculate premiums and discounts, and apply for policies online. By usingQuote, Rate, and Apply, the consulting firm can enable customers to get an insurance quote online

38. Frage
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
B. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
C. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
D. Use the Financial Deal object to captu
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