AP-208 by Salesforce Actual Free Exam Questions And Answers

Question 1

Which three types of preassembled flows can be utilized from the Agentforce Financial Services packages and the Lightning Flow for Financial Services package?

A. Commercial Banking flow

B. Institutional Banking flow

C. Insurance flow

D. Retail Banking flow

E. Mortgage flow

Discussion 0

Correct Answer: C,D,E Vote an answer

Explanation: Only visible for Fast2test members. You can sign-up / login (it's free).

Question 2

A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?

A. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.

B. Ensure all individual account records to be converted are only linked to exactly one contact record.

C. Ensure each individual account to be converted is not a parent account of any other account records.

D. Ensure each account.phone field in the individual account record is blank.

E. Test out the conversion in a sandbox, including all integrations and customizations.

Discussion 0

Correct Answer: B,C,E Vote an answer

Question 3

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. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

C. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.

D. Use a third party from AppExchange add-on to implement currency conversions.

Discussion 0

Correct Answer: A Vote an answer

Explanation: Only visible for Fast2test members. You can sign-up / login (it's free).

Question 4

Which three record type options should an advisor configure for a Lead object configuration?

A. Adjustments

B. Referral

C. Opportunity

D. Retirement Planning

E. General

Discussion 0

Correct Answer: B,D,E Vote an answer

Explanation: Only visible for Fast2test members. You can sign-up / login (it's free).

Question 5

A regional bank is implementing Agentforce Financial Services. 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 customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in Agentforce Financial Services. What should the administrator do when designing the future state business process using Agentforce Financial Services features?

A. When an account status is changed to " Customer " , 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 a lead or referral is converted, create 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.

Discussion 0

Correct Answer: A Vote an answer

Explanation: Only visible for Fast2test members. You can sign-up / login (it's free).

Question 6

Which 3 options does the Financial Services Cloud application offer to view and update Account-Account, Account-Contact, and Contact-Contact Relationships?

A. Relationship Map

B. Life Events Component

C. Group Members Component

D. Family Members Component

E. Actionable Relationship Center

Discussion 0

Correct Answer: A,C,E Vote an answer

Explanation: Only visible for Fast2test members. You can sign-up / login (it's free).

Question 7

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?

A. Data Processing Engine

B. OmniStudio DataRaptors

C. OmniStudio Integration Procedures

D. Industry Integration Solutions with the MuleSoft Anypoint Platform

E. Data Consumption Framework

Discussion 0

Correct Answer: B,C,D Vote an answer

Explanation: Only visible for Fast2test members. You can sign-up / login (it's free).

Question 8

A financial services company needs to transform the individual data model to person accounts in Agentforce Financial Services, and its consulting partner is helping decide the sequence of the user stories in the design phase. What should the implementation team do as the top priority during planning?

A. Perform a data backup.

B. Enable person accounts in FS.

C. Configure Person Account record types.

D. Enable person account in a sandbox.

Discussion 0

Correct Answer: A Vote an answer

Explanation: Only visible for Fast2test members. You can sign-up / login (it's free).

Salesforce Accredited Agentforce Financial Services Professional - AP-208 Exam Practice Test

Contact Us

Useful Links

Latest Updated