Online Access Free AP-208 Practice Test

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

• A.Intelligent Need-Based Referrals and Scoring
• B.Referral Approval Processes
• C.Referral Routing Rules
• D.Einstein Referral Scoring for Financial Services Cloud

A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?

• A.Process Builder to create automatl&Socument requests for missing items
• B.A Marketing Cloud integration to manage client communications
• C.An APEX solution to leverage the SendMail capabilities of Salesforce
• D.The Send Documents flow for Retail Banking

Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

• A.Person Accounts cannot be disabled once they were enabled
• B.Creating a client record via Salesforce Inbox is not supported.
• C.AppExchange packages will not work if Person Accounts are enabled
• D.Person Accounts can be enabled and disabled only by contacting Salesforce Support

A bankingclient 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.Design the solution using the Financial Services Cloud components.
• B.Create a visual flow diagram.
• C.Understandthe journey!for the multiple personas involved in the process.
• D.Document the business process flows.
• E.Determine the best e-sigTiature solution to use.

Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

• A.Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
• B.Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
• C.Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
• D.Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.