[2026年06月13日]AP-208試験問題集を試そう！ベストAP-208試験問題 [Q90-Q115]

[2026年06月13日]AP-208試験問題集を試そう！ベストAP-208試験問題

検証済みのAP-208テスト問題集で正確な172問題と解答

質問 # 90
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

• A. Each object sharing should be set up, explicitly sharing each user's record with the manager.
• B. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
• C. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
• D. Only Custom Profiles should be configured and assigned to all users to use FSC components and field- level security. The ^ administrator should configure custom profiles and assign them to all users
• E. Custom permission sets and out-of-the-boxFSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.

正解：B、C、E

解説：
The following security settings must be set up in Salesforce to meet the requirements of using out-of-the- boxFinancial Services Cloud objects and components with minimal custom objects and private record sharing with managerial visibility:
Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
Organization-wide sharing defaults are the baseline level of access that users have to records that they do not own or are not explicitly shared with them. You can use organization-wide sharing defaults to specify the default access level for each object, such as Public Read/Write, Public Read Only, or Private. You can also use organization-wide sharing defaults to enable or disable features such as grant access using hierarchies, external access, or external org-wide defaults.
The Role Hierarchy in setup should be configured toallow for managers to automatically see records of those under them. The Role Hierarchy is a structure that represents the levels of data visibility and access that users have in an organization based on their role or position. You can use the Role Hierarchy to define the roles and subordinates for each user and grant access to records owned by or shared with users below them in the hierarchy. You can also use the Role Hierarchy to control the visibility of dashboards, reports, and territories.
Custom permission sets and out-of-the-box FSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security. Permission sets are a collection of settings and permissions that give users access to various tools and functions in Salesforce. You can use permission sets to grant additional permissions or access levels to users without changing their profile. You can also use permission sets to control the field-level security for each object and field, which determines whether users can view, edit, or delete data in those fields. Financial Services Cloud provides several out-of- the-box permission sets that grant access to FSC components and features, such as Action Plans, Financial Accounts, or RelationshipGroups. You can also create custom permission sets to meet your specific business needs. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3

質問 # 91
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

• A. Implement Financial Service Cloud in the existing org (Brow Field).
• B. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
• C. Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.
• D. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

正解：B

解説：
The recommended approachfor implementing Financial Services Cloud at Lake Tahoe Bank is to implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in the new org. This approach allows Lake Tahoe Bank to leverage the best practices and features of Financial Services Cloud without being constrained by their existing customizations and data model. It also minimizes the impact on users during implementation, as they can continue to use their current system until the new org is ready to go live.A green field implementation requires careful planning, data migration, and change management, but it can result in a more efficient and customer-centric solution. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 8.

質問 # 92
Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?

• A. FSC Basic permission set
• B. FSC Foundations permission set
• C. FSC Standard permission set
• D. OmniStudio Admin permission set
• E. OmniStudio User permission set

正解：B、C、E

解説：
Record alerts are a feature of Financial Services Cloud that let users create and display alerts on record pages to highlight important information or actions. Record alerts are based on OmniStudio, a low-code platform for building digital experiences in Salesforce.To access or extend permissions for record alerts in Financial Services Cloud, users need to have one of the following permission sets:
FSC Standard permission set: This permission set grants access to the core features of Financial Services Cloud, including record alerts. Users with this permission set can view and create record alerts on supported objects, such as accounts, contacts, financial accounts, and opportunities1.
FSC Foundations permission set: This permission set grants access to the common features of Financial Services Cloud that are shared across subverticals, such as retail banking, wealth management, and insurance. Users withthis permission set can view and create record alerts on supported objects2.
OmniStudio User permission set: This permission set grants access to the OmniStudio features, such as OmniScripts, DataRaptors, Integration Procedures, and Record Alerts. Users with this permission set can view and create record alerts on any object that has the Record Alert component enabled3.
References:
FSC Standard Permission Set
FSC Foundations Permission Set
OmniStudio User Permission Set

質問 # 93
Which two statements are true about Group Membership in Financial Services Cloud?

• A. Group Membership is modeled using the Account-Group Relationship object.
• B. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
• C. With Group Membership settings you can define if a Group is the member's primaryGroup.
• D. Group Membership defines the role of the member within the Group.

正解：C、D

解説：
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.

質問 # 94
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?

• A. Use a third party from AppExchange add-on to implement currency conversions.
• B. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
• C. Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
• D. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.

正解：B

解説：
Reference: Discover Multiple Currency Settings Unit | Salesforce Trailhead Explanation: Multiple currencies is a feature of Salesforce that allows organizations to work with more than one currency in their records, reports, and forecasts. Multiple currencies can help organizations that operate in different countries or regions to manage their financial data in local currencies, while also providing a consistent view of the data in a single corporate currency. Advanced currency management is a feature of Salesforce that allows organizations to track historical exchange rates and apply them to records based on their close date. Advanced currency management can help organizations that deal with fluctuating exchange rates to accurately report on their revenue and performance over time.
To enable and apply multiple currencies, the administrator needs to do the following steps:
From Setup, in the Quick Find,search for Company Information, then select Company Information.
Click Edit.
Check Activate Multiple Currencies.
Click Save.
From Setup, in the Quick Find, search for Manage Currencies, then select Manage Currencies.
Click Enable Advanced Currency Management.
Click Save.
Set the corporate currency for the corporate headquarters office by editing the currency field on the account record.

質問 # 95
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

• A. Sharetable records need to be manually deleted.
• B. All opportunity participant records are delete
• C. The opportunity participant records are not deleted.
• D. The share table records are deleted.

正解：C、D

解説：
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.

質問 # 96
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

• A. Open a case withSalesforce Support
• B. Go to Custom Settings and edit the Industries Settings
• C. Enable Communities
• D. Register a subdomam using the My Domain wizard and then deploy it

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 # 97
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

• A. Setup > Financial Services > Icons > Life Events and Business Milestones
• B. Setup > User Interface > icons > Life Events and Business Milestones
• C. Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
• D. Setup > Custom Code > Static Resources

正解：D

解説：
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.

質問 # 98
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

• A. When you work with Action Plans, you first create Action Plan Templates
• B. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
• C. Action Plans require a monthly license fee per user
• D. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
• E. Action Plans can be used to schedule appointments with the Bankers

正解：A、B、D

解説：
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasksthat define a common clientprocess1.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plancreator, or account team1. Verified References: 1

質問 # 99
A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

• A. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
• B. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
• C. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
• D. Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.

正解：D

解説：
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
SetBusiness Hours
Set Up Company-wide Holidays

質問 # 100
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

• A. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.
• B. To share a Person Account record the admin will need to create sharing rules Account and Contact objects
• C. Person Accounts can be merged with Business Accounts in Financial Services Cloud
• D. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
• E. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.

正解：D、E

解説：
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.

質問 # 101
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

• A. Create an independent Task not related to original Action Plan
• B. Usethe Action Plan item feature to add an additional task to a published Action Plan.
• C. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
• D. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

正解：B

解説：
To modify a published Action Plan to support an additional task, Jen should use the Action Planitem feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: : Salesforce Help Article 1

質問 # 102
In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?

• A. User's locale must match user's currency.
• B. User's locale and language must match user's currency.
• C. Account currency must match org default currency.
• D. User currency must match org default currency.

正解：A

解説：
The criteria for commas and symbols to be displayed correctly on the Financial Account Summary component is that user's locale must match user's currency. The locale is a setting that determines how dates, times, numbers, and currencies are formatted and displayed for a user. The currency is a setting that determines how monetary amounts are formatted and displayed for a user. By matching the user's locale with their currency, FSC can ensure that commas and symbolsare displayed correctly on the Financial Account Summary component according to the user's preferences and expectations

質問 # 103
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

• A. Referral Scoring
• B. Group Member Referrals
• C. ReferralGroup Process Builder
• D. Referrals Rollups

正解：D

解説：
Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.

質問 # 104
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

• A. Document Checklist Item
• B. Identification Document
• C. Received Document
• D. Identity Document

正解：B

解説：
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]

質問 # 105
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?

• A. OmniStudio
• B. FSC Extension
• C. FSC Standard
• D. FSC Basic

正解：C

解説：
To set up a permission set for Actionable Relationship Center (ARC), the administrator should selectFSC Standard as the license on the Permission Set setup page. FSC Standard is a permission set license that enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects and features, including ARC1. By selecting FSC Standard as the license, the administrator can grant users access to ARC and its related objects and fields

質問 # 106
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

• A. Round Robin Referral Routing
• B. Accepting a Referral
• C. Referral Automated Approvals
• D. Referral Conversion
• E. Assigning a Referral

正解：B、D、E

解説：
The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
Referral Conversion: This capability allows you toconvert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business.
You can use this capability to route a referral to the appropriate person or team who can best meet the customer's need or interest.
Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue.
You can use this capability to acknowledge that you have received a referral and are ready to work on it.
Verified References: : Salesforce Help Article 1 : Salesforce Help Article 3 : Salesforce Help Article 5

質問 # 107
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

• A. ARC displays up to 5 related lists that have a configured compact layout.
• B. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
• C. ARC is certified to work with Person Accounts and Individual Accounts.
• D. The Association Type picklist controls the account-account relationship that display in the ARC.
• E. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.

正解：A、B、D

解説：
The following statements are correct about the Actionable Relationship Center Manager (ARC):
To enable users to see the ARC, you will need to add the component forARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationships for a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, orFriend. The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to your business needs. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4 : Salesforce Help Article 5

質問 # 108
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

• A. Streaming API
• B. Data Raptor Extract
• C. APEX classes
• D. Integration Procedure

正解：D

解説：
Reference: Integration Procedure | Vlocity Developer Docs
Explanation: An Integration Procedure is a feature of Vlocity that allows users to create and execute data integration tasks betweenSalesforce and external systems. An Integration Procedure can perform various operations, such as extract, transform, load, query, or update data from different sources and targets. An Integration Procedure can also invoke other Vlocity features, such as DataRaptors, OmniScripts, or Calculations.
To implement a Flex Card for weather conditions in the console, the consultant should use an Integration Procedure that can do the following steps:
Query the weather API using an HTTP action and pass the accountaddress as a parameter.
Extract the relevant fields from the weather API response, such as temperature, humidity, precipitation, etc.
Query the account field from Salesforce using a DataRaptor Extract action and pass the account ID as a parameter.
Merge the weather API fields and the account field into a single data set using a List Merge action.
Return the data set to the Flex Card using a Return action.

質問 # 109
An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?

• A. The import will succeed, and the administrator will be named as the default Account Owner.
• B. The import will fail, since all records in Salesforce must have an owner.
• C. The import will succeed, and the Account Owner field will be left blank.
• D. The import will succeed, and the administrator will be prompted to select a user.

正解：A

解説：
When using Data Loader to insert new records into Salesforce,if the Account Owner field is not specified in the import file, the default owner will be the user who is logged into Data Loader. In this case, since the administrator is logged into Data Loader with their own credentials, they will be assigned as the owner of all the new Business Account records. This behavior is consistent with the standard Salesforce rule that every record must have an owner.
References:
About Data Loader
Mass update Account ownership with Data Loader

質問 # 110
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

• A. Client Segmentation
• B. Financial Service Cloud Extension
• C. Financial Services Cloud Standard
• D. Financial Service Cloud Basic

正解：D

解説：
To grant restricted accessto users like Bank Tellers who need only limited access to Financial Services Cloud features, the Admin can use Financial Service Cloud Basic permission set license. This license enables user access to a license with contractual restrictions for FinancialServices Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL).

質問 # 111
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

• A. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
• B. Create an Apex trigger that will prevent the saving of multiple one-time events
• C. Remove user's ability to create one-time events
• D. Create a validation rule that will stop the user if they attempt to add multiple one-time events.

正解：D

解説：
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.

質問 # 112
Which three referral metrics aretracked with custom components included in Financial Services Cloud?

• A. Referrals Assigned to me
• B. Web to Lead Referrals
• C. Expressed interests
• D. My Top Referrers
• E. My Approved Referrals

正解：A、C、D

解説：
The following referral metrics are tracked withcustom components included in Financial Services Cloud:
Expressed interests: This metric shows the number of referrals that have a specific expressed interest, such as a mortgage, a credit card, or a checking account. You can use this metric to understandthe customer needs and interests that generate the most referrals.
My Top Referrers: This metric shows the top referrers who have created referrals for you, ranked by the number of referrals and the conversion rate. You can use this metric to identify andappreciate your best sources of business.
Referrals Assigned to me: This metric shows the number of referrals that are assigned to you and their status, such as New, In Progress, or Closed. You can use this metric to monitor and manage your referral pipeline and prioritize your follow-up actions. Verified References: : Salesforce Financial Services Cloud User Guide, page 40. : Salesforce Financial Services Cloud User Guide, page 41. : Salesforce Financial Services Cloud User Guide, page 42.

質問 # 113
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

• A. Create a Financial Account sharing rule based on record owner.
• B. Create Account sharing rules based on criteria.
• C. Create an Account sharing rule based on record owner.
• D. Create a Financial Account sharing rule based on criteri

正解：D

解説：
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group basedon a field value that indicates the product type.

質問 # 114
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

• A. Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
• B. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
• C. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
• D. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.

正解：A、B

解説：
Hank can see Action Plan Tasks in two places:
Onthe related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all thetasks assigned to him across different accounts and filter them by various criteria.

質問 # 115
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Salesforce AP-208テストエンジンPDFで全問 無料問題集：https://www.passtest.jp/Salesforce/AP-208-shiken.html

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