最新なSalesforce AP-208問題集（172題）、真実試験の問題を全部にカバー！

質問 1：
One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?
A. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
B. When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
C. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
D. Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
正解：A,D
解説: (Pass4Test メンバーにのみ表示されます)

質問 2：
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?
A. Screen Flows
B. Discovery Framework
C. Omni Studio
D. Process Builder
正解：A,D
解説: (Pass4Test メンバーにのみ表示されます)

質問 3：
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A. Einstein Analytics for Financial Services
B. The managed extension package for intelligent Need-Based Referrals and Scoring
C. Salesforce CRM Dashboards
D. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
正解：D
解説: (Pass4Test メンバーにのみ表示されます)

質問 4：
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?
A. Opportunity management
B. Financial accounts management
C. Performance reporting
D. Client onboarding
正解：B
解説: (Pass4Test メンバーにのみ表示されます)

質問 5：
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?
A. Use Lightning Scheduler to periodically schedule tasks for account owners.
B. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
C. Run a nightly process to create tasks and assign them to account owners for follow-ups
D. Train account owners to create required tasks periodically and setdue dates for tracking.
正解：B
解説: (Pass4Test メンバーにのみ表示されます)

質問 6：
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
A. Accepting a Referral
B. Referral Conversion
C. Referral Automated Approvals
D. Assigning a Referral
E. Round Robin Referral Routing
正解：A,B,D

質問 7：
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?
A. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
B. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
C. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
D. Client-level records are aggregated by setting up client-level rollups to all primary group members.
正解：B
解説: (Pass4Test メンバーにのみ表示されます)

質問 8：
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
A. Assign the Individual record type to the user profiles.
B. Remove Person Account record types from the Individual Record Type Mapper.
C. Disable the Person Account custom setting.
D. Assign the Person Account record type to the user profiles.
E. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
正解：A,B,E
解説: (Pass4Test メンバーにのみ表示されます)