Salesforce Accredited Agentforce Financial Services Professional (AP-208) Exam Questions Instant Access

Question 1

[Security, Permissions, and Integration]

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)?

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

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

CCDS can only be applied to FSC objects and Account and Opportunity objects.

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

EUsers 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,

Answer : B, C, D

Question 2

[Implementation and Best Practices]

Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

AImplement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.

BImplement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.

CImplement Financial Service Cloud in the existing org (Brow Field).

DImplement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

Answer : A

Question 3

[FSC Features and Functionality]

A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract dat

a. The agent wants the following information displayed:

* Account information including account name, phone, and website

* Active opportunities related to the Account

* Active insurance policies related to the Account

* The ability to view andrenew policies

How should the consultant design the FlexCards to meet these requirements?

AParent FlexCard with single Child and Card Actions

BParent FlexCard with multiple Q**jld Flex Cards and Card Actions

CParent FlexCard with multiple Cnrrarenand different Card States

DParent FlexCard with single Child and multiple Card States

Answer : B

Question 4

[Financial Accounts, Rollups, and Referrals]

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

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

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

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

DThe Referral Score updated when an opportunity associated with the Referral is Closed Won

Answer : D

Question 5

[FSC Features and Functionality]

Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

AThe Salesforce Admin can manage sensitive Life Evenls using sharing rules.

BThe Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.

CThe Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

DThe Salesforce Admin can manage sensitive Life Events using Permission Sets.

Answer : C

Question 6

[FSC Features and Functionality]

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

AAdd the Business record type to the Group record type mapper

BCapture the majority owner as parent account using Account hierarchy

CLeverageGroups to capture the majority owner and Account hierarchy to capture minority owner

DEnable Relationship Group Hierarchy in Custom Metadata

ELink multiple owners to the business entity as a Group

Answer : A, C, E

Question 7

[FSC Data Model and Configuration]

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?

AAssets & Liabilities

BOpportunity

CCase

DAccount

EFinancial Account

Answer : B, D, E