最新的Salesforce AP-208免費考試真題

問題1

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. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.

B. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.

C. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.

D. Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.

正確答案: D

說明：（僅 Fast2test 成員可見）

問題2

Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?

A. Salesforce FSC only allows 1,024 public groups.

B. Franchise users canhave multiple roles in the hierarchy.

C. The administrator can define up to 300 total sharing rules for each object.

D. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.

正確答案: C

說明：（僅 Fast2test 成員可見）

問題3

Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?

A. Enable person accounts in FS

B. Configure Person Account record types.

C. Enable a person account in a sandbox.

D. Perform a data backup.

正確答案: D

說明：（僅 Fast2test 成員可見）

問題4

A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

A. Object: Financial Account; Field: Primary Owner

B. Object: Account-Account Relationship; Field: Related Role

C. Object: Financial Account Role; Field: Role

D. Object: Financial Account; Field: Joint Owner

正確答案: C

說明：（僅 Fast2test 成員可見）

問題5

Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

A. The Referral Score updated when an opportunity associated with the Referral is Closed Won

B. The Referral Score updated when a lead is created using the referralrecord type.

C. The Referral Score updated when a referral is convened to an Opportunity or closed.

D. The Referral Score updated when a referral is assigned from the queue to a user.

正確答案: A

說明：（僅 Fast2test 成員可見）

問題6

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

A. Salesforce CRM Dashboards

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

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

D. Einstein Analytics for Financial Services

正確答案: C

說明：（僅 Fast2test 成員可見）

問題7

A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A. Create and assign the Cuslhm Field Set permission set to all users.

B. Assign the Custom Field Set to the Financial Summary component.

C. Create a new type of person account so trust group details roll down to the beneficiaries level.

D. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

E. Assign the Custom Field Set To a Lightning component.

正確答案: B,D,E

說明：（僅 Fast2test 成員可見）

問題8

What step is required to give users access to the FinancialServices Cloud Commercial Banking features?

A. Update theuser profiles to give users access to Financial Services Cloud objects

B. Assign permission sets to give users access to the Commercial Banking Console Lightning app.

C. Update Industries Settings to give users access to the Commercial Banking Console Lightning app.

D. Install the Commercial Banking Managed Package

正確答案: B

說明：（僅 Fast2test 成員可見）

問題9

The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?

A. Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,

B. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.

C. CDS can only be applied to FSC objects and Account and Opportunity objects.

D. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.

E. CDS in FSC allows record owners to grant access to their records to other FSC users.

正確答案: C,D,E

說明：（僅 Fast2test 成員可見）

問題10

A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A. Claims Management

B. MobileClaimSubmission

C. Quote Creathqn Toolbox

D. Policy Administration

E. Quote, Rate, and Apply

正確答案: A,D,E

說明：（僅 Fast2test 成員可見）

問題11

Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

A. Use Interaction Summary Participants to provide the right access to individuals or groups.

B. Enable Compliant Data Sharing for Interaction Summaries.

C. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.

D. Enable Compliant Data Sharing for Interactions.

E. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.

正確答案: A,B,E

說明：（僅 Fast2test 成員可見）

問題12

What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

A. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

B. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component

C. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.

D. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field

正確答案: D

說明：（僅 Fast2test 成員可見）

問題13

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A. External ID

B. Data Load ID

C. Org ID

D. User ID

正確答案: A

說明：（僅 Fast2test 成員可見）

最新的Salesforce Financial Services Cloud Accredited Professional - AP-208免費考試真題

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