最新的 Accredited Professional AP-208 免費考試真題:

1. A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

A) The administrator can ask the business manager on the investment bank team to review the file directly.
B) To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.
C) After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
/analysis.
D) As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

2. The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A) Spin up a Salesforce sandbox org.
B) Request a Salesforce developer org.
C) Request a 30-day Financial Services Cloud trial org
D) Purchase one license of Financial Services Cloud and install it in a production org.

3. A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?

A) If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.
B) If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
C) If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
D) If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.

4. A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A) Engagement Topics
B) Alerts
C) Topics
D) Interest Tags

5. How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A) Financial Goalscan not be summarized at the household level.
B) Add a custom Rollup By Lookup (RBL) rule.
C) Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
D) Create a formula field and add it to the Account page layout

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