AP-208 Latest Practice Questions & Exam AP-208 Lab Questions

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Exam Salesforce AP-208 Lab Questions, AP-208 Exam Sample Questions

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Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q59-Q64):

NEW QUESTION # 59
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

Answer: D

Explanation:
Reference: Financial Services Cloud Permission Set Licenses - Salesforce Explanation: Permission set licenses are a way to grant additional permissions and access settings to users based on their job function or role. Permission set licenses can extend the functionality of the user's existing license type without changing it. Financial Services Cloud provides four permission set licenses that correspond todifferent user personas and use cases:
FSC Foundations: This permission set license grants access to basic Financial Services Cloud features, such as Client Segmentation, Relationship Groups, Relationship Map, Financial Accounts, Financial Goals, and Financial Summary. This permission set license is suitable for users who need to view and manage client data and relationships, such as personal bankers or service representatives.
FSC Basic: This permission set license grants access to advanced Financial Services Cloud features, such as Action Plans, Interaction Summaries, Interaction Participants, Financial Deals, Financial Deal Participants, and Record Alerts. This permission set license is suitable for users who need to track and execute client interactionsand transactions, such as advisors or specialists.
FSC Extension: This permission set license grants access to additional Financial Services Cloud features that are not included in the other permission set licenses, such as Household Rollups and CompliantData Sharing.
This permission set license is suitable for users who need to perform complex calculations or comply with data regulations, such as analysts or compliance managers.
FSC Standard: This permission set license grants access to all Financial Services Cloud features that are included in the other permission set licenses. This permission set license is suitable for users who need full access and functionality of Financial Services Cloud, such as super users or administrators.


NEW QUESTION # 60
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

Answer: C

Explanation:
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group basedon a field value that indicates the product type.


NEW QUESTION # 61
Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

Answer: B

Explanation:
Reference: OmniScript Basics - Salesforce
Explanation: To use the OmniScript metadata type, the administrator should enable acustom domain in the Salesforce org. A custom domain is a unique URL that replaces the standard Salesforce domain (such as
https://yourcompany.my.salesforce.com) with a branded domain (such as https://yourcompany.force.com). A custom domain allows users to access OmniScripts and other Vlocity features from a web browser or a mobile app. A custom domain also provides enhanced security and performance for the org.
To enable a custom domain, the administrator needs to do the following steps:
From Setup, in the Quick Find box, enter My Domain, then select My Domain.
Enter a subdomain name and check its availability.
Click Register Domain.
After receiving an email confirmation that the domain is ready, click Deploy to Users.


NEW QUESTION # 62
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?