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

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. Understand the journey for the multiple personas involved in the process.
• B. Document the business process flows.
• C. Create a visual flow diagram.
• D. Design the solution using Agentforce Financial Services components.
• E. Determine the best e-signature solution to use.

To access all Agentforce Financial Services functionalities available out of the box, a consultant must install the Financial Services Cloud (FSC) Managed Package and the Unmanaged Extension Packages. Which two functionalities are included in the FSC Unmanaged Extension Packages?

• A. The Commercial Banking dashboard
• B. Field sets that configure how fields display in the client and household profiles
• C. Predefined list views of clients and households
• D. Custom objects to track Financial Accounts and Household

Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Agentforce Financial Services objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports ' records. Which three security settings must be set up in Salesforce to meet these requirements?

• A. Only Custom Profiles should be configured and assigned to all users to use Agentforce Financial Services components and field-level security. The administrator should configure custom profiles and assign them to all users.
• B. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
• C. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
• D. Custom permission sets and out-of-the-box Agentforce Financial Services permission sets should be configured or updated and assigned to all users for the use of Agentforce Financial Services components and field-level security.
• E. Each object sharing should be set up, explicitly sharing each user ' s record with the manager.

During a project ' s design phase, a consultant must provide an Agentforce Financial Services solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?

• A. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
• B. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can ' t be turned off.
• C. Activities related to an Opportunity provide independent sharing, so call details for an Opportunity record will not automatically be shared up the hierarchy.
• D. Role Hierarchy-based sharing is disabled by default in CDS.
• E. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.

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. Manage policy holders ' interactions with customer service agents intelligently through the underwriting process.
• B. Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
• 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.