AP-208試験準備 & AP-208日本語版サンプルPDFバージョン、ソフトバージョン、APPバージョンの3つのバージョンのAP-208練習問題を選択できます。 AP-208トレーニング資料のPDFバージョンは読みやすく、覚えやすく、印刷リクエストをサポートしているため、紙で印刷して練習することができます。 AP-208実践教材のソフトウェアバージョンは、シミュレーションテストシステムをサポートし、セットアップの時間を与えることには制限がありません。 このバージョンはWindowsシステムユーザーのみをサポートすることに注意してください。 AP-208試験問題のオンライン版は、あらゆる種類の機器やデジタルデバイスに適しています。モバイルデータなしで練習することを条件に、オフラインでの運動をサポートします。 Salesforce Financial Services Cloud Accredited Professional 認定 AP-208 試験問題 (Q27-Q32):質問 # 27
What step is required to give users access to the FinancialServices Cloud Commercial Banking features?
A. Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
B. Assign permission sets to give users access to the Commercial Banking Console Lightning app.
C. Install the Commercial Banking Managed Package
D. Update theuser profiles to give users access to Financial Services Cloud objects
正解:B
解説:
To give users access to the Financial Services Cloud Commercial Banking features, such as Commercial Banking Console Lightning app, Referrals List component, and Treasury Services object, the Admin needs to assign permission sets to the users. Permission setsare collections of settings and permissions that give users access to various tools and functions4. The Admin can use the following permission sets to enable Commercial Banking features for the users4:
FSC Commercial Banking Console User: This permission set givesusers access to the Commercial Banking Console Lightning app, which is a custom app that provides a unified view of commercial banking clients and their financial needs4.
FSC Commercial Banking Referrals User: This permission set gives users access to the Referrals List component, which is a Lightning component that displays a list of referrals related to a business account4.
FSC Commercial Banking Treasury Services User: This permission set gives users access to the Treasury Services object, which is a custom object that represents a treasury service product or offering that a commercial banking client uses or is interested in4. Verified References: 4
質問 # 28
Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
A. Lightning Page Editor
B. Custom Settings
C. Profiles
D. Object Settings
正解:B
解説:
To enable Multiple Relationship Groups, which is a feature that allows users to add individuals to more than one group or household, the Admin needs to use Custom Settings. Custom Settingsare similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. The Admin can use Custom Settings to enable Multiple Relationship Groups by following these steps:
From Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.
Click Manage next to Group Member Record Type Mapper.
Click Edit next to Default Organization Level Value.
In Multiple Relationship GroupsEnabled, select True.
Click Save.
質問 # 29
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
A. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
B. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
C. Enable 'Individual to Person Account Migration' in Custom Settings.
D. Configure your Person Account record types m the Indrvidual Record Type Mapper.
E. Ensure Person Accounts is enabled on the org
正解:B、D、E
解説:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3
質問 # 30
Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?
A. Use the Data Consumption Framework to connect to the bank'smiddleware.
B. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.
C. Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
D. Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.
正解:B
解説:
The most suitable option for Cumulus Cloud Bank to provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances, is to embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make callouts to the core system services. This option allows the bank to leveragethe Lightning Platform features and capabilities, such as Lightning web components, Apex, and callouts, to create a seamless and performant integration with their core systems. By using custom Lightning web components, the bank can create custom user interfaces that display the data from the core systems on the Account and Financial Account pages. By using custom Apex, the bank can write code that makes callouts to the core system services using HTTP requests and responses, and handle any authentication, error handling, or data transformation logic.
質問 # 31
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
A. Action Plans
B. Workflow Rules/Process Builder
C. Apex Tnggers on the task object
D. Flows
正解:A
解説:
Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.