Salesforce Accredited Agentforce Financial Services Professional - AP-208 FREE EXAM DUMPS QUESTIONS & ANSWERS
Cumulus Insurance ' s business processes are quite complex, and steps in the process may vary depending on the information captured. Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
Correct Answer: A,D,E
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An investment bank is implementing Agentforce Financial Services to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team. Which three Agentforce Financial Services features should be part of the solution design?
Correct Answer: B,D,E
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Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a FlexCard for weather conditions in the console to ensure the agents can access the information. The FlexCard needs to provide fields extracted from a weather API and an account field from Salesforce. Which method should the consultant use, according to best practices?
Correct Answer: A
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What should a Financial Advisor use to model the relationship between a business contact and a client that is modelled as a person account? Contact-Contact Relationship and the Reciprocal Role What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
Correct Answer: B
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An exact management firm that is moving to Subadvisor from its old CMM wants to be able to bring over its client data on drivers ' licenses and passports.
Which Financial Services Cloud object should a consultant recommend?
Which Financial Services Cloud object should a consultant recommend?
Correct Answer: C
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Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?
Correct Answer: A
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