Salesforce AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #1
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A. DataRaptor
B. Integration Procedure
C. OmniStudio Action
D. Calculation Procedure
E. Document Generation

Question #2
A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted. Which action should the consultant take in Agentforce Financial Services to address the institution ' s concern?

A. Hide the client ' s contact information and add an approval process for allowing a user to access it to contact the client.
B. Integrate the Consent object with their Consent Platform to track it in Salesforce.
C. Implement Consent Management for Agentforce Financial Services.
D. Enable and implement the appropriate Regulation checkbox on the client record to track their request.

Question #3
Which three insurance processes are managed by the Policy Administration component?

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

Question #4
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A. Reference the FlexCard in the Display properties of the custom ARC relationship graph.
B. Select Use FlexCard from the node Display tab to show the node in a FlexCard.
C. Select OmniScript from the node Actions tab to show the node in an OmniScript.
D. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.

Question #5
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals. What should the administrator do to set up the new record types?

A. Create custom fields on the Person Account object.
B. Enable " Use Person Account " custom setting.
C. Configure " Individual Record Type Mapper " custom metadata.
D. Create a record type on the Contact object.

Solutions: