최신Salesforce Financial Services Cloud Accredited Professional - AP-208무료샘플문제

A. Create a record type on the Contact object.

B. Configure Individual Record Type Mapper" custom metadata.

C. Enable "Use Person Account" custom setting.

D. Create custom fields on the Person Account object.

A. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.

B. Client-level records are aggregated by setting up client-level rollups to all primary group members.

C. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

D. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.

A. Custom Domain

B. Lightning Experience for Financial Services Cloud

C. Einstein Relationship Insights

D. Discovery Framework

A. Flow for Financial Service Cloud is not available for the Individual Object Model.

B. The Flow users require a Flow Permission Set License.

C. Use Field Level Security on Milestones

D. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates

A. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.

B. The bank wants to use this project as an opportunity toretire customization

C. The bank has limited redesign opportunities for business capabilities.

D. The current implementation is using a product-centric view and the bank wants to move to a customer- centric view.

E. Existing business capabilities and processes can be redesigned to deliver a higher business impact

A. My Approved Referrals

B. Web to Lead Referrals

C. My Top Referrers

D. Referrals Assigned to me

E. Expressed interests

A. Client onboarding

B. Financial accounts management

C. Performance reporting

D. Opportunity management

A. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

B. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.

C. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.

D. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.

A. 1. Accounts and contacts2. Households3. Financial accounts

B. 1. Households2.Financial accounts3. Person accounts

C. 1. Accounts and contacts2. Financial accounts3. Account groups and households

D. 1. Financial accounts2. Accounts and contacts3, Account groups

A. Life Events

B. Contacts

C. Financial Accounts

D. Assets and Liabilities

E. Claims

A. MobileClaimSubmission

B. Quote, Rate, and Apply

C. Claims Management

D. Policy Administration

E. Quote Creathqn Toolbox

A. Update the Role picklist on the Account-Account Relationship object with new value.

B. Create a new Contact Reciprocal Role for the required value.

C. Update the Role picklist on the Account-(?ontact Relationship object with new value.

D. Create a new Account Reciprocal Role for the required value.

A. Utilize Financial Services Clouc flag Templates to flag missing items.

B. Create an after-save trigger to generate reminder tasks.

C. Utilize Action Plan and Action INan Template.

D. Utilize Chatter notifications for reminders.

A. Create a new referral record type mapper record.

B. Update the lead page layout.

C. Create a custom Referral object.

D. Create a new record type Referral' on the Lead object.

E. Assign the record type to users.