Salesforce Financial Services Cloud Accredited Professional - AP-208 FREE EXAM DUMPS QUESTIONS & ANSWERS

A. Lightning Scheduler Resource B. Action Plans C. Mortgage D. FSC Insurance E. Financial Services Cloud Standard

A. Spin up a Salesforce sandbox org. B. Request a Salesforce developer org. C. Purchase one license of Financial Services Cloud and install it in a production org. D. Request a 30-day Financial Services Cloud trial org

A. Object Settings B. Profiles C. Custom Settings D. Lightning Page Editor

A. Configure your Person Account record types m the Indrvidual Record Type Mapper. B. Ensure Person Accounts is enabled on the org C. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records D. Enable 'Individual to Person Account Migration' in Custom Settings. E. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

A. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list. B. Hank will be able to see the Action Plan Tasks assigned to him on his calendar. C. Hank will be able to see the Action Plan tasks on therelated list of the Account page layout. D. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.

A. If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use. B. If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use. C. If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use. D. If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.

A. Org ID B. External ID C. Data Load ID D. User ID

A. Coordinate multiple flows and assign them to multiple teams or individuals. B. Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton. C. Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria. D. Perform an operation for more records than schedule-triggered flows allow

A. Action Plans can be used to schedule appointments with the Bankers B. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance C. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements D. Action Plans require a monthly license fee per user E. When you work with Action Plans, you first create Action Plan Templates

A. Web to-Lead B. Lead Approval C. Lead Assignment Rules D. Lead Routing E. Einstein Lead Scoring

A. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners. B. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account. C. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel. D. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances. E. Enable the 'Enable Rollup Summary' in custom settings

A. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer. B. Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. C. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account. D. When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.

A. Update the System Administrator profile to include the API Only User. B. Create a dedicated Integration User. C. Create a new customprofile and ensure API Only is selected. D. Assign the integration user to the System Administrator profile.