最新的Accredited Professional認證 AP-208考試題庫

問題1

Which three related lists are visible within the Actionable Relationship Center associated with the Account object?

A. Financial Holdings

B. Client Financial Goals

C. Cases

D. Notes and Attachments

E. HouseholdFinancial Accounts

正確答案: B,C,E

說明：（僅 VCESoft 成員可見）

問題2

Which three record type options should an advisor configure for a Lead object configuration?

A. Retirement Planning

B. General

C. Opportunity

D. Referral

E. Adjustments

正確答案: A,B,D

說明：（僅 VCESoft 成員可見）

問題3

Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A. Add Scon as a Related Contact to the Adams Household.

B. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member

C. Disable the Primary Group setting fof Scon on the Adams Household

D. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.

正確答案: D

說明：（僅 VCESoft 成員可見）

問題4

Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.

B. Grant users access to the Financial Account object with permission set

C. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.

D. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.

正確答案: A,B

說明：（僅 VCESoft 成員可見）

問題5

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. 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.

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. To share a Person Account record the admin will need to create sharing rules Account and Contact objects

正確答案: B,D

說明：（僅 VCESoft 成員可見）

問題6

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A. DataRaptor

B. Calculation Procedure

C. OmniStudio Action Document Generation

D. Integration Procedure

正確答案: A,C

說明：（僅 VCESoft 成員可見）

問題7

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. Action Plans require a monthly license fee per user

B. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance

C. When you work with Action Plans, you first create Action Plan Templates

D. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

E. Action Plans can be used to schedule appointments with the Bankers

正確答案: B,C,D

說明：（僅 VCESoft 成員可見）

問題8

What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring

B. The managed extension package for intelligent Need-Based Referrals and Scoring

C. Einstein Analytics for Financial Services

D. Salesforce CRM Dashboards

正確答案: A

說明：（僅 VCESoft 成員可見）

問題9

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. Identity Document

B. Document Checklist Item

C. Received Document

D. Identification Document

正確答案: D

說明：（僅 VCESoft 成員可見）

問題10

A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A. Word document telling the story of the process from the user's perspective

B. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes

C. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns

D. A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide

正確答案: B

說明：（僅 VCESoft 成員可見）

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