Salesforce Accredited Agentforce Financial Services Professional : AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #1
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive. Which three options should a consultant recommend?

A. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
B. Enable Compliant Data Sharing for Interaction Summaries.
C. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
D. Enable Compliant Data Sharing for Interactions.
E. Use Interaction Summary Participants to provide the right access to individuals or groups.

Question #2
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
B. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
C. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
D. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

Question #3
An Agentforce Financial Services administrator wants to create a new Financial Services permission set that includes the Access Interest Tags for Financial Services Cloud permission. Which two permission sets should be cloned to create this new permission set and give access to interest tags?

A. Financial Services Cloud Standard permission set
B. Financial Services Cloud Extension permission set
C. Financial Services Cloud Basic permission set
D. Financial Services Cloud Foundations permission set

Question #4
Which three insurance processes are managed by the Policy Administration component?

A. Commissions
B. Endorsements
C. Payments
D. Underwriting
E. Approvals

Question #5
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency). Which solution should a consultant recommend to meet these requirements?

A. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
B. Use a third party from AppExchange add-on to implement currency conversions.
C. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
D. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.

Solutions: