100% Updated Salesforce AP-208 Enterprise PDF Dumps [Q57-Q78]

100% Updated Salesforce AP-208 Enterprise PDF Dumps [Q57-Q78]

Rate this post

100% Updated Salesforce AP-208 Enterprise PDF Dumps

Use Valid Exam AP-208 by Test4Engine Books For Free Website

Salesforce AP-208 Exam Syllabus Topics:

Section	Weight	Objectives
Discovery	12%	– Determine compliance and regulatory considerations – Analyze business processes and system architecture – Identify requirements and define solution scope
Delivery and Configuration	46%	– Integration and data exchange – Configure core FSC features 1. Financial goals and action plans 2. Householding and roll-up summaries 3. Actionable Relationship Center – Initial setup and package installation – Automation and workflows 1. Flow, Process Builder, and OmniStudio – Reporting, dashboards, and analytics
Define and Design	42%	– Security and access design 1. Compliance and data privacy controls 2. Role hierarchy, sharing rules, and field-level security – User experience and interface design – Data migration and integration strategy – Data model, objects, and relationships 1. Person accounts, households, and relationship mapping 2. Financial accounts, holdings, and products

Section

Weight

Objectives

Discovery

12%

– Determine compliance and regulatory considerations
– Analyze business processes and system architecture
– Identify requirements and define solution scope

Delivery and Configuration

46%

– Integration and data exchange
– Configure core FSC features

1. Financial goals and action plans
2. Householding and roll-up summaries
3. Actionable Relationship Center

– Initial setup and package installation
– Automation and workflows

1. Flow, Process Builder, and OmniStudio

– Reporting, dashboards, and analytics

Define and Design

42%

– Security and access design

1. Compliance and data privacy controls
2. Role hierarchy, sharing rules, and field-level security

– User experience and interface design
– Data migration and integration strategy
– Data model, objects, and relationships

1. Person accounts, households, and relationship mapping
2. Financial accounts, holdings, and products

Q57. 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?

Word document telling the story of the process from the user’s perspective

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

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

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

Q58. A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

Create a new Contact Reciprocal Role for the required value.

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

Create a new Account Reciprocal Role for the required value.

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

Q59. Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank’s System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

Write a trigger to create Referrals from a ‘Create Referral* button.

Use the Case process and create Cases with Case Type ‘Referrar’.

Use Global Action To create Referrals.

Use

Q60. What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?

Creating a new Salesforce instance from scratch for the customer

Importing the customer’s existing data into Salesforce FSC without any modifications

Implementing a generic, one-size-fits-all solution for all customers

Conducting a gap analysis between the customer’s current processes and SalesforceFSC capabilities

Q61. During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

Discovery Framework creates highly capable forms with integrations and advanced logic.

Discovery Framework forms cannot be deployed to Communities,

Discovery Framework is built based on Salesforce Flow.

Discovery Framework can create both standard and hierarchical questions.

FSC Discovery Framework allows archiving questions.

Q62. How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

Select Use FlexCard from the node Display tab to show the node in a FlexCar

Reference the Lightning web component in the Display properties of the custom ARC relationship graph.

Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.

Reference the FlexCard in the Display properties of the custom ARC relationship graph.

Q63. Which three referral metrics aretracked with custom components included in Financial Services Cloud?

Web to Lead Referrals

Expressed interests

My Top Referrers

My Approved Referrals

Referrals Assigned to me

Q64. What actions can a Wealth Advisor take from the Life Events card?

Create Case

Create Lead & Referral

Open an Account

Request Record Approval

Create Opportunity

Q65. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

Use the ‘task creator’ tool to create a new task and associate with the existing Action Plan

Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

Usethe Action Plan item feature to add an additional task to a published Action Plan.

Create an independent Task not related to original Action Plan

Q66. s. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

Enable and configure person accounts in FSC, and assign users with permission set licenses.

Design the modifications to fields, picklists, layouts, and other required features to support business processes.

Review the out-of-the-box capabilities and compare them to the company ‘ s current needs.

Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company ‘ s business relies on.

Beyond the preconfigured settings, evaluate whether they need advanced customizations.

Q67. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver ‘ s age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client ‘ s record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

FlexCards

APEX Code

Integration Procedures

OmniScripts

Business Rules Engine

Q68. 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?

Topics

Interest Tags

Alerts

Engagement Topics

Q69. An exact management firm that is moving to Subadvisor from its old CMM wants to be able to bring over its client data on drivers ‘ licenses and passports.
Which Financial Services Cloud object should a consultant recommend?

Document Checklist Item

Resolved Document

Identity Document

Identification Document

Q70. A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all. Which two Financial Services Cloud capabilities should help address these challenges?

Roll-up Summaries

Financial Accounts

Action Plans

OmniScripts

Q71. An insurance companyaims to improve a call center’s productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

Utilize Insurance Flow Templates.

Create an Action Plan Template for capturing beneficiary data and payment information.

Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.

Install an Insurance Data AppExchange package.

Q72. Which step is required to give a group of users access to a Financial Deal?

Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

Update Industries Settings to give users access to the Financial Dew object.

Q73. 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?

Account Contact Relationship

Contact-Contact Relationship

Person Account

Account Account Relationship

Q74. Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

To enable users to see the ARC, you will need to add the component for ARC to the page layout.

ARC displays up to 5 related lists that have a configured compact layout.

ARC is certified to work with Person Accounts and Individual Accounts.

The Salesforce Admin has to create a permission set for granting access to the ARC – FSC Lightning component.

The Association Type picklist controls the account-account relationship that display in the ARC.

Q75. A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?

Create a Canvas app to surface the external authentication module.

Create a screen flow.

Create a Lightning web component.

Create an OmniScript flow.

Q76. A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?

Update all opportunities linked to individual account records to be owned by the individual account record ‘ s owner.

Ensure all individual account records to be converted are only linked to exactly one contact record.

Ensure each individual account to be converted is not a parent account of any other account records.

Ensure each account.phone field in the individual account record is blank.

Test out the conversion in a sandbox, including all integrations and customizations.

Q77. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

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

Einstein Analytics for Financial Services

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

Salesforce CRM Dashboards

Q78. 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?

An Integration User and Integration Profile to enable the connection

A Lightning web component to restrict data from users

A flow to get the data into Salesforce

Objects and fields to store the data