Salesforce Financial Services Cloud Accredited Professional 認定 AP-208 試験問題:
1. Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
A) Account with Record Type = Business
B) Custom Relationship Group
C) Standard Household
D) Contact-Contact Relationship
2. Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?
A) Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
B) Use a third party from AppExchange add-on to implement currency conversions.
C) Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
D) Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
3. An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
A) Install an Insurance Data AppExchange package.
B) Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.
C) Utilize Insurance Flow Templates.
D) Create an Action Plan Template for capturing beneficiary data and payment information.
4. A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?
A) Compliant Data Sharing
B) Interaction Summaries
C) Custom Sharing Rules
D) Business Rules Engine
5. Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?
A) Lightning Scheduler Resource
B) Financial Services Cloud Standard
C) Action Plans
D) Mortgage
E) FSC Insurance
質問と回答：
| 質問 # 1 正解： B | 質問 # 2 正解： A | 質問 # 3 正解： C | 質問 # 4 正解： A | 質問 # 5 正解： B、C、E |
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