최신 Accredited Professional AP-208 무료샘플문제:
1. What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
A) Intelligent Need-Based Referrals and Scoring
B) Einstein Referral Scoring for Financial Services Cloud
C) Referral Routing Rules
D) Referral Approval Processes
2. Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
A) Client Financial Goals
B) Financial Holdings
C) Cases
D) HouseholdFinancial Accounts
E) Notes and Attachments
3. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A) Salesforce CRM Dashboards
B) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
C) Einstein Analytics for Financial Services
D) The managed extension package for intelligent Need-Based Referrals and Scoring
4. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?
A) Use the 'task creator' tool to create a new task and associate with the existing Action Plan
B) Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
C) Create an independent Task not related to original Action Plan
D) Usethe Action Plan item feature to add an additional task to a published Action Plan.
5. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
A) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
B) An RBL rule displays summary calculations of financial account information, such as account balances.
C) RBL calculations can notbe disabled when importing data into your Salesforce org.
D) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
E) Rollups for multiple joint owners are not supported
질문과 대답:
| 질문 # 1 정답: A | 질문 # 2 정답: A,C,D | 질문 # 3 정답: B | 질문 # 4 정답: D | 질문 # 5 정답: A,B,D |














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