AP-208試験無料問題集（172題）「Salesforce Financial Services Cloud Accredited Professional 認定」

出題：1

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?

A. Contact-Contact Relationship

B. Account Account Relationship

C. Person Account

D. Account Contact Relationship

正解：B 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：2

Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?

A. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.

B. Create a custom obiect to track client's financial data

C. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.

D. Use Process Builder to create a workflow to summarize data at the Person Account level.

正解：A 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：3

Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A. Financial Account

B. Account

C. Assets & Liabilities

D. Case

E. Opportunity

正解：A,B,E 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：4

Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

A. Family Members Component

B. Group Members Component

C. Life Events Component

D. Relationship Map

E. Actionable Relationship Center

正解：B,D,E 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：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. Update the lead page layout.

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

C. Create a custom Referral object.

D. Create a new referral record type mapper record.

E. Assign the record type to users.

正解：A,B,E 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：6

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

A. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.

B. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.

C. In a household, each of the household members is modeled as a Person Account and the household ismodeled as an Account.

D. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.

E. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.

正解：A,B,E 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：7

Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

A. Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties

B. Setup > User Interface > icons > Life Events and Business Milestones

C. Setup > Custom Code > Static Resources

D. Setup > Financial Services > Icons > Life Events and Business Milestones

正解：C 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：8

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. Remove user's ability to create one-time events

B. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object

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.

正解：D 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：9

An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?

A. The import will succeed, and the Account Owner field will be left blank.

B. The import will succeed, and the administrator will be named as the default Account Owner.

C. The import will succeed, and the administrator will be prompted to select a user.

D. The import will fail, since all records in Salesforce must have an owner.

正解：B 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：10

Which two statements are true for a Group inFinancial Services Cloud?

A. Financial Services Cloud includes a group record type for businesses

B. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.

C. Financial Services Cloud includes a group record type for households

D. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object

正解：B,C 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：11

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

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

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

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

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

正解：B 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：12

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Referral Automated Approvals

B. Accepting a Referral

C. Assigning a Referral

D. Round Robin Referral Routing

E. Referral Conversion

正解：B,C,E 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：13

One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

B. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

C. Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.

D. When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.

正解：B,C 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：14

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?

A. Use the Case process and create Cases with Case Type 'Referrar'.

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

C. Use Global Action To create Referrals.

D. Use

正解：C 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

AP-208試験無料問題集「Salesforce Financial Services Cloud Accredited Professional 認定」