Salesforce AP-208 問題集

質問 1：
Which three permission sets grant access or extend permissions for record alerts in Agentforce Financial Services?
A. Financial Services Cloud Standard permission set
B. Financial Services Cloud Basic permission set
C. OmniStudio Admin permission set
D. OmniStudio User permission set
E. Financial Services Cloud Foundations permission set
正解：A,D,E
解説: (Topexam メンバーにのみ表示されます)

質問 2：
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers ' lives. What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
A. Single event types
B. Special event types
C. Unique event types
D. Once-in-a-Lifetime event types
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 3：
A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?
A. Document the business process flows.
B. Create a visual flow diagram.
C. Determine the best e-signature solution to use.
D. Design the solution using Agentforce Financial Services components.
E. Understand the journey for the multiple personas involved in the process.
正解：A,B,E
解説: (Topexam メンバーにのみ表示されます)

質問 4：
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
A. Ensure each individual account to be converted is not a parent account of any other account records.
B. Ensure all individual account records to be converted are only linked to exactly one contact record.
C. Test out the conversion in a sandbox, including all integrations and customizations.
D. Ensure each account.phone field in the individual account record is blank.
E. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.
正解：A,B,C
解説: (Topexam メンバーにのみ表示されます)

質問 5：
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. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
B. Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
C. The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
D. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
正解：B,C
解説: (Topexam メンバーにのみ表示されます)

質問 6：
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?
A. Integration Procedure
B. APEX classes
C. Streaming API
D. DataRaptor Extract
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 7：
s. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
A. Assign the integration user to the System Administrator profile.
B. Create a dedicated Integration User.
C. Update the System Administrator profile to include the API Only User.
D. Create a new custom profile and ensure API Only is selected.
正解：B,D
解説: (Topexam メンバーにのみ表示されます)

質問 8：
The system administrator of a U.S. global investment bank was trying to enable Multi-currency functionality for their new Sales and Trading business unit in Paris, France. What are two reasons the French UAT tester could not see GBP currency values on any list views?
A. GBP is not an active currency ISO code on this new Salesforce org.
B. The system administrator has CAD as the default user currency.
C. The administrator did not include the Currency ISO Code on Page Layouts.
D. The administrator needed to set the Currency field on Advanced Currency Management.
正解：A,C
解説: (Topexam メンバーにのみ表示されます)

質問 9：
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver ' s age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client ' s record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
A. OmniScripts
B. APEX Code
C. FlexCards
D. Business Rules Engine
E. Integration Procedures
正解：A,D,E
解説: (Topexam メンバーにのみ表示されます)