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Salesforce AP-208덤프샘플문제 - AP-208퍼펙트덤프데모문제
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AP-208덤프샘플문제 최신 덤프문제보기
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최신 Accredited Professional AP-208 무료샘플문제 (Q77-Q82):
질문 # 77
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
- A. Assign the Individual record type to the user profiles.
- B. Disable the Person Account custom setting.
- C. Assign the Person Account record type to the user profiles.
- D. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
- E. Remove Person Account record types from the Individual Record Type Mapper.
정답:A,D,E
설명:
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model. You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model.
This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mappedto Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup >Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual recordtype is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types. Verified References: : Salesforce Help Article 5 :
Salesforce Help Article 6 : Salesforce Help Article 7
질문 # 78
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
- A. Reciprocal roles have not been created in the org.
- B. The user should be using the Edit Group button to access reciprocal roles.
- C. The user should be using the Member Relationship button under the Actionable Relationship Center.
- D. Sharing rules have not beenset up for reciprocal roles.
정답:A,B
설명:
Reference: Configure Reciprocal Roles - Salesforce
Explanation: Some possible reasons why the user can't find any reciprocal roles displayed in the related role lookup are:
Reciprocal roles have not been created in the org. Reciprocal roles are custom objects that define the possible roles for users who need access to Account or Contact records. For example, a reciprocal role can be Advisor, Client, Specialist, or Decision Maker. Each reciprocal role has an associated access level that determines what data fields theuser can view or edit. To create reciprocal roles, the administrator needs to do the following steps:
From Setup, open Object Manager.
In the Quick Find box, enter Reciprocal Role, and then select Reciprocal Role.
Click Fields & Relationships, and thenselect Role Name.
Click New to create a new picklist value for the Role Name field.
Enter a label and a value for the new role, such as Attorney or Client.
Click Save.
The user should be using the Edit Group button to access reciprocal roles. The Add Contact option on the relationship tree only allows the user to add existing contacts as members of a relationship group, such as a household or a business group. The user cannot specify reciprocal roles for the members using this option. To specify reciprocalroles for the members of a relationship group, the user needs to do the following steps:
Click Edit Group on the relationship group record page.
In the Edit Group window, click Member Relationships.
For each member of the group, select a role from the Rolepicklist and a related role from the Related Role lookup.
Click Save.
질문 # 79
A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?
- A. The ARC Component has not been added to the page layout
- B. The portfolio manager has not been given the permissions that enable users to view and manage ARC
- C. The portfolio manager does not have access tothe Lightning page that has the ARC component added
- D. The portfolio manager does not have access to the account records that he is trying to create for.
정답:B
설명:
A possible cause for why theportfolio manager cannot see ARC when trying to set up relationships between two accounts is that he has not been given the permissions that enable users to view and manage ARC. To access ARC, users need to have certain permissions and settings enabled intheir user profile or permission set, such as:
View Setup and Configuration
Customize Application
Manage Custom Permissions
Financial Services Cloud Standard User
Financial Services Cloud Admin If any of these permissions or settings are missing, users maynot be able to see or use ARC properly. Verified References: : Salesforce Help Article 5
질문 # 80
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?
- A. The administrator can ask the business manager on the investment bank team to review the file directly.
- B. After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
/analysis. - C. To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.
- D. As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
정답:C
설명:
As part of the preparation for the data migration process, the administrator should run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration. This is a best practice for data migration in Salesforce that allows the administrator to identify the data they want to migrate, create templates for the data, prepare the destination org, and validate the data2. By running a daily backup data export for a week, the administrator can captureany changes or updates in the data and compare them with previous exports. By continuing to run this job weekly until they are ready for data migration, the administrator can ensure that they have the most recent and accurate data to migrate into Financial Services Cloud.Verified References: 2
질문 # 81
What are the three building blocks of Flow Orchestration?
- A. Blocks
- B. Steps
- C. Work Items
- D. Stages
- E. Processes
정답:B,C,D
설명:
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types,such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of stepsthat represent phases or milestones within a flow orchestration.
Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] : Salesforce Help Article [8] : Salesforce Help Article [9]
질문 # 82
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