Salesforce Accredited Agentforce Financial Services Professional (AP-208) Free Practice Test

Question 1

A bank recently sold its wealth management division and wants to improve its customers ' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank ' s chief financial officer (CFO) and investment committee?

A. Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.

B. Manage policy holders ' interactions with customer service agents intelligently through the underwriting process.

C. Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers ' financial needs and deepen client relationships.

D. Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.

Correct Answer: A,C

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Question 2

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. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.

D. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.

Correct Answer: C

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Question 3

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?

A. Data Load ID

B. User ID

C. Org ID

D. External ID

Correct Answer: D

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Question 4

A regional bank is implementing Agentforce Financial Services. Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in Agentforce Financial Services. What should the administrator do when designing the future state business process using Agentforce Financial Services features?

A. When an account status is changed to " Customer " , create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

B. When an account status is changed to " Customer " , send emails to the Account Owner to follow up in
2 days, 2 weeks, and 2 months.

C. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

D. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

Correct Answer: A

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Question 5

A financial services company must add details to the default business hours record. For companywide holidays, the company wants the option to skip nonwork days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement? What should the administrator configure to meet the requirement?

A. Omit the day ' s start and end time fields when the administrator wants to indicate a non-working day.

B. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.

C. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.

D. Configure the day without business hours, it is considered a non-work day, even if the day is a recurring holiday.

Correct Answer: A

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Question 6

In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?

A. Account currency must match org default currency.

B. User ' s locale and language must match user ' s currency.

C. User currency must match org default currency.

D. User ' s locale must match user ' s currency.

Correct Answer: D

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Question 7

Cumulus Bank has implemented Compliant Data Sharing in Agentforce Financial Services. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A. All opportunity participant records are deleted.

B. The share table records are deleted.

C. The opportunity participant records are not deleted.

D. Share table records need to be manually deleted.

Correct Answer: B,C

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Question 8

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. Business Rules Engine

B. FlexCards

C. OmniScripts

D. Integration Procedures

E. APEX Code

Correct Answer: A,C,D

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Salesforce Accredited Agentforce Financial Services Professional (AP-208) Free Practice Test