Salesforce AP-208 試験概要:
| 認定ベンダー: | Salesforce |
|---|---|
| 試験名: | Salesforce Financial Services Cloud 認定資格保持者試験 |
| 試験番号: | AP-208 |
| 試験形式: | 複数選択式, 単一選択式 |
| 対応言語: | 英語 |
| 合格点: | 65% |
| 認定の有効期間: | 2年間 |
| 関連資格: | Salesforce Administrator Salesforce Consultant |
| 受験料: | 200米ドル |
| 出題数: | 55～60問 |
| 試験時間: | 90 分 |
| 推奨トレーニング: | Trailhead - Financial Services Cloud パートナー向け学習プログラム |
| 受験申し込み: | WebAssessor |
| サンプル問題: | Salesforce AP-208 サンプル問題 |
| 受験方法: | オンライン監督付き受験またはKryterion試験会場での受験 |
| 前提条件: | 受験に必須の前提条件はなし。推奨される知識・経験：Salesforce Administratorの基礎知識、Financial Services Cloud Specialist スーパーバッジの修了 |
| 公式シラバスのURL: | https://trailhead.salesforce.com/credentials/financialservicescloud |
Salesforce AP-208 試験シラバストピック:
| セクション | 比重 | 目標 |
|---|---|---|
| トピック 1: 導入・設定 | 46% | - レポート、ダッシュボード、および分析機能の作成 - 外部システムとの連携およびデータ交換の設定 - 初期設定およびパッケージのインストール - FSCの主要機能の設定
|
| トピック 2: 定義・設計 | 42% | - ユーザー体験および画面インターフェースの設計 - データモデル、オブジェクト、および関連性設定
- セキュリティおよびアクセス権限の設計
|
| トピック 3: 要件把握・調査 | 12% | - 法令・規制上の考慮事項の確認 - 要件の抽出およびソリューション範囲の定義 - 業務プロセスおよびシステムアーキテクチャの分析 |
Salesforce Financial Services Cloud Accredited Professional 認定 AP-208 試験問題：
問題 #1
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
A. Once-in-a-Lifetime event types
B. Special event types
C. Single event types
D. Unique event types
問題 #2
An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
A. Install an Insurance Data AppExchange package.
B. Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.
C. Utilize Insurance Flow Templates.
D. Create an Action Plan Template for capturing beneficiary data and payment information.
問題 #3
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?
A. Primary Group -two individuals cannot designate the same Household as their Primary Group.
B. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
C. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
D. Spouse is not a valid Role within a Group.
問題 #4
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?
A. OmniStudio
B. FSC Extension
C. FSC Standard
D. FSC Basic
問題 #5
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?
A. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
B. In a household, each of the household members is modeled as a Person Account and the household ismodeled as an Account.
C. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
D. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
E. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.
解説：
| 問題 #1 正解： D | 問題 #2 正解： C | 問題 #3 正解： C | 問題 #4 正解： C | 問題 #5 正解： A、C、E |
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