最新のAP-208問題集で試験を準備する

Salesforce AP-208 試験概要:

Salesforce AP-208 試験シラバストピック:

Salesforce Financial Services Cloud Accredited Professional 認定 AP-208 試験問題：

1. 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 can be used to schedule appointments with the Bankers
B) Action Plans require a monthly license fee per user
C) When you work with Action Plans, you first create Action Plan Templates
D) Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
E) Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

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

A) Financial Holdings
B) Cases
C) Client Financial Goals
D) Notes and Attachments
E) Household Financial Accounts

3. Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

A) Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
B) Remove user's ability to create one-time events
C) Create an Apex trigger that will prevent the saving of multiple one-time events
D) Create a validation rule that will stop the user if they attempt to add multiple one-time events.

4. 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) Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
C) In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
D) In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.

5. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A) Assign the record type to users.
B) Create a new record type Referral' on the Lead object.
C) Create a custom Referral object.
D) Update the lead page layout.
E) Create a new referral record type mapper record.

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