Salesforce Financial Services Cloud Accredited Professional AP-208 Prüfungsfragen mit Lösungen:
1. Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
A) Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
B) Enable the 'Enable Rollup Summary' in custom settings
C) Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
D) Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
E) Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.
2. Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?
A) Custom Domain
B) Lightning Experience for Financial Services Cloud
C) Einstein Relationship Insights
D) Discovery Framework
3. A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?
A) Enable "Use Person Account" custom setting.
B) Create custom fields on the Person Account object.
C) Configure Individual Record Type Mapper" custom metadata.
D) Create a record type on the Contact object.
4. A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?
A) If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
B) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
C) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.
D) If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
5. A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
A) FSC Extension permission set license
B) FSC Basic permission set license
C) FSC Standard permission set license
D) FSC Foundations permission set license
Fragen und Antworten:
| 1. Frage Antwort: A,D | 2. Frage Antwort: A | 3. Frage Antwort: C | 4. Frage Antwort: B | 5. Frage Antwort: C |
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