最新的Salesforce Financial Services Cloud Accredited Professional - AP-208免費考試真題
問題1
Which three processes are part of Claims Management?
Which three processes are part of Claims Management?
正確答案: A,C,E
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問題2
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?
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?
正確答案: B
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問題3
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
正確答案: A,C
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問題4
What are two language-related limitations of Financial Services Cloud?
What are two language-related limitations of Financial Services Cloud?
正確答案: A,B
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問題5
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
正確答案: A,B,C
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問題6
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
正確答案: C
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問題7
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?
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?
正確答案: D
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問題8
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?
正確答案: B
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問題9
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
正確答案: B,D
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問題10
It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?
It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?
正確答案: A,D
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