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[General] AP-208 - Perfect Financial Services Cloud Accredited Professional Online Bootcam

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【General】 AP-208 - Perfect Financial Services Cloud Accredited Professional Online Bootcam

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Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q67-Q72):NEW QUESTION # 67
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
  • A. Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
  • B. Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
  • C. Coordinate multiple flows and assign them to multiple teams or individuals.
  • D. Perform an operation for more records than schedule-triggered flows allow
Answer: A
Explanation:
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, executelogic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.

NEW QUESTION # 68
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
  • A. Action Plans can speed up the collection of a list of documents needed for the loan application
  • B. Action Plans can automatically schedule the next appointment with the Advisor.
  • C. Action Plans create repeatable tasks and automate the task sequences when executed
  • D. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
  • E. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
Answer: C,D,E
Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record.
Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

NEW QUESTION # 69
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?
  • A. Interaction Summary
  • B. Engagement Interaction
  • C. Events
  • D. Notes
Answer: A
Explanation:
Interaction Summary is the Financial Services Cloud feature that should be recommended in this scenario.
Interaction Summary is a standard object that represents a summary of an interaction with a client or a group of clients. It allows the user to capture meeting notes, specify confidentiality level, link related records, and associate interaction participants. Interaction Summary can be created from the Interaction Summary componenton a record page or from the New Interaction Summary action on a list view or related list.
References: [Interaction Summary Object], [Create an Interaction Summary]

NEW QUESTION # 70
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
  • A. Request a Salesforce developer org.
  • B. Purchase one license of Financial Services Cloud and install it in a production org.
  • C. Spin up a Salesforce sandbox org.
  • D. Request a 30-day Financial Services Cloud trial org
Answer: D
Explanation:
The best way for the Admin to access a Financial Services Cloud pre-configured org, including data and the right licenses, to learn about theproduct is to request a 30-day Financial Services Cloud trial org. You can sign up for the 30-day trial using this form 4. You getpreconfigured and preloaded sample data so you can start playing around in your new org right away. Once you're done testing it out, you can transition your trial org to a production org with the help of youraccount executive or solution engineer. Verified References: :
Trailhead Module 5

NEW QUESTION # 71
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
  • A. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
  • B. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
  • C. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
  • D. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
Answer: D
Explanation:
Reference: Record Alerts APIs | Industries Common Resources Developer Guide | Salesforce Developers Explanation: Record Alerts are a feature of Financial Services Cloud that allow users to create and display alerts on records that require action or attention. Record Alerts can help users prioritize their work, communicate important information, and collaborate with other users. Record Alerts can be created on any custom object or standard object that supports custom fields, such as Financial Account, Contact, or Opportunity.
To create record alerts, users need to have the following permissions:
Read and Edit access to the record that they want to create an alert for Create access to the Record Alert object Readaccess to the Record Alert Category object

NEW QUESTION # 72
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