Salesforce Financial Services Cloud Accredited Professional - AP-208 模擬練習
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
正解: C
解説: (PassTest メンバーにのみ表示されます)
A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?
正解: B
解説: (PassTest メンバーにのみ表示されます)
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?
正解: A
解説: (PassTest メンバーにのみ表示されます)
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
正解: A,C,E
解説: (PassTest メンバーにのみ表示されます)
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?
Which three functions should be added tothe Delegated Administrator group?
正解: B,C,E
解説: (PassTest メンバーにのみ表示されます)
Which three referral metrics aretracked with custom components included in Financial Services Cloud?
正解: B,C,D
解説: (PassTest メンバーにのみ表示されます)
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?
Which Financial Services Cloud capability provides the ability to accommodate this request?
正解: B
解説: (PassTest メンバーにのみ表示されます)
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?
正解: C
解説: (PassTest メンバーにのみ表示されます)
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
正解: D
解説: (PassTest メンバーにのみ表示されます)
Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?
Which two features shoulda consultant suggest to Cumulus Bank to implement?
正解: B,C
解説: (PassTest メンバーにのみ表示されます)
Which three insurance processes are managed by the Policy Administration component?
正解: A,C,D
解説: (PassTest メンバーにのみ表示されます)