Salesforce AP-208 Exam : Salesforce Accredited Agentforce Financial Services Professional

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. The user should be using the Edit Group button to access reciprocal roles.
• B. Reciprocal roles have not been created in the org.
• C. Sharing rules have not been set up for reciprocal roles.
• D. The user should be using the Member Relationship button under Actionable Relationship Center.

A regional bank is implementing Agentforce Financial Services. Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in Agentforce Financial Services. What should the administrator do when designing the future state business process using Agentforce Financial Services features?

• A. When an account status is changed to " Customer " , create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
• B. When an account status is changed to " Customer " , send emails to the Account Owner to follow up in
  2 days, 2 weeks, and 2 months.
• C. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
• D. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?

• A. Create an OmniScript flow.
• B. Create a screen flow.
• C. Create a Canvas app to surface the external authentication module.
• D. Create a Lightning web component.

An insurance company aims 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. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
• B. Utilize Insurance Flow Templates.
• C. Install an Insurance Data AppExchange package.
• D. Create an Action Plan Template for capturing beneficiary data and payment information.

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state. What should the consultant consider from a customer onboarding perspective?

• A. If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Action Plan is recommended to improve the current state.
• B. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies, Discovery Framework can be used to improve the current state.
• C. If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Discovery Framework is recommended to improve the current state.