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[Hardware] Salesforce AP-208 Exam | AP-208 Certification - Latest updated of Testking AP-20

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【Hardware】 Salesforce AP-208 Exam | AP-208 Certification - Latest updated of Testking AP-20

Posted at 2/13/2026 05:11:08      View：64 | Replies：0        Print      Only Author   [Copy Link] 1#
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Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q66-Q71):NEW QUESTION # 66
A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?
  • A. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
  • B. When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
  • C. When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
  • D. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
Answer: C
Explanation:
To design the future state business process using FSC features, the administrator should create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to "Customer".
An action plan is a feature that allows users to create templates for common client processes, such as account opening, loan application, or financial review. An action plan template consists of action plan items that define the tasks, subtasks, and deadlines for each step of the process. By creating an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to "Customer", the administrator can automate the email reminder process and track and report on the progress in FSC

NEW QUESTION # 67
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
  • A. Web to-Lead
  • B. Einstein Lead Scoring
  • C. Lead Routing
  • D. Lead Assignment Rules
  • E. Lead Approval
Answer: B,C,D
Explanation:
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queuesbased on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow upon the most promising leads.

NEW QUESTION # 68
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?
  • A. Unlock users.
  • B. Set organization-wide sharing defaults on custom objects.
  • C. Create and manage membership of specified public groups.
  • D. Assign or remove permission sets for users in their delegated groups.
  • E. Modify permission sets.
Answer: A,C,D
Explanation:
The following functions should be added to the Delegated Administrator group for its franchise users:
Unlock users, which is a function that allows delegated administrators to unlock users who have been locked out due to incorrect login attempts or password expiration.
Assign or remove permission sets for users in their delegated groups, which is a function that allows delegated administrators to grant or revoke additional permissions for users in their delegated groups by using permission sets.
Create and manage membership of specified public groups, which is a function that allows delegated administrators to create public groups for sharing purposes and add or remove users from those groups.

NEW QUESTION # 69
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
  • A. Setup > Financial Services > Icons > Life Events and Business Milestones
  • B. Setup > User Interface > icons > Life Events and Business Milestones
  • C. Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
  • D. Setup > Custom Code > Static Resources
Answer: D
Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.

NEW QUESTION # 70
Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?
  • A. Inheritance
  • B. Billing
  • C. Financial Holding
  • D. Financial Goal
  • E. Revenue
Answer: C,D,E
Explanation:
Financial Services Cloud contains a number of custom objects to model a client's financialinformation, and each object can be configured to appear as tabs in your org. Some of the custom objects are:
Financial Goal: An object that represents a client's financial objective, such as saving for retirement, buying a house, or paying off debt. Afinancial goal has fields to store information, such as name, amount, target date, priority, and status.
Financial Holding: An object that represents a holding in an investment account, such as a security, a mutual fund, or a bond. A financial holding hasfields to store information, such as symbol, shares, price, gain/loss, and market value.
Revenue: An object that represents revenue generated from a client's financial accounts, such as an increase in stock value, a dividend payment, or an interest income.A revenue has fields to store information, such as type, amount, date, and source.
References:
Financial Services Cloud Associated Objects
Learn About the Financial Services Cloud Data Model

NEW QUESTION # 71
......
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It must be satisfied, The link layer combines the physical and data link layer functions into a single layer, Well preparation of AP-208 practice test will be closer to your success and get authoritative certification easily.
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