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Salesforce Accredited Agentforce Financial Services Professional (AP-208) Exam Questions

Vendor

Salesforce

Exam Code

Salesforce Accredited Agentforce Financial Services Professional (AP-208)

Exam Name

Salesforce Accredited Agentforce Financial Services Professional Exam

Exam Duration

75 Minutes

Total Questions

168

PDF VERSION

DEMO QUESTIONS

Q1:

[Financial Accounts, Rollups, and Referrals] Lake Tahoe Bank’s System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

A: Lead Routing

B: Web to-Lead

C: Lead Assignment Rules

D: Lead Approval

E: Einstein Lead Scoring

Correct Answer: A, C, E

Q2:

[FSC Features and Functionality] A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?

A: Contact-Contact Relationship

B: BAccount

C: Account Account Relationship

D: Account Contact\Relationship

Correct Answer: C

Q3:

Financial Accounts, Rollups, and Referrals] Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank’s System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

A: Write a trigger to create Referrals from a 'Create Referral* button.

B: Use the Case process and create Cases with Case Type 'Referrar'.

C: Use Global Action To create Referrals.

D: DUse

Correct Answer: C

Q4:

[FSC Features and Functionality] Which step is required to give a group of users access to a Financial Deal?

A: Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

B: Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

C: Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

D: Update Industries Settings to give users access to the Financial Dew object.

Correct Answer: C

Q5:

[FSC Data Model and Configuration] Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

A: Person Accounts can be merged with Business Accounts in Financial Services Cloud

B: To share a Person Account record the admin will need to create sharing rules Account and Contact objects

C: The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

D: The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.

B: The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended ' with custom fields and a Person Account Record Type

Correct Answer: D, E

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