Salesforce AP-208 Actual Tests : Salesforce Accredited Agentforce Financial Services Professional

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. Test out the conversion in a sandbox, including all integrations and customizations.
• B. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.
• C. Ensure each individual account to be converted is not a parent account of any other account records.
• D. Ensure all individual account records to be converted are only linked to exactly one contact record.
• E. Ensure each account.phone field in the individual account record is blank.

Cumulus Insurance ' s business processes are quite complex, and steps in the process may vary depending on the information captured. Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

• A. Configure Dynamic Lightning pages.
• B. Build custom Lightning pages that correspond to each stage of the business process.
• C. Enable In-App Guidance to provide walk-throughs.
• D. Use flows to remove the need for complex Lightning pages.
• E. Configure Dynamic Actions for Lightning pages.

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

• A. Configure Financial Account record types to match the required categories.
• B. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
• C. Configure the Financial Account List components for each required category.
• D. Create a custom picklist on the Financial Account object to track the Type.
• E. Add the Financial Account List component to the Account Lightning record page.

A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy. What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

• A. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
• B. Use the Financial Deal object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
• C. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.

Which step is required to give a group of users access to a Financial Deal?

• A. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
• B. Update Industries Settings to give users access to the Financial Deal object.
• C. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
• D. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list.