Free Salesforce AP-208 Exam Dumps Questions & Answers

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.Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.
• B.Manage policy holder's interactions with customer service agents intelligently through the underwriting process.
• C.Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
• D.Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
• E.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.

Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

• A.Lead Routing
• B.Einstein Lead Scoring
• C.Web to-Lead
• D.Lead Approval
• E.Lead Assignment Rules

Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?

• A.Use a third party from AppExchange add-on to implement currency conversions.
• B.Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
• C.Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
• D.Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?

• A.If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
• B.If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
• C.If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
• D.If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.

Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

• A.Enable 'Individual to Person Account Migration' in Custom Settings.
• B.Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
• C.Configure your Person Account record types m the Indrvidual Record Type Mapper.
• D.Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
• E.Ensure Person Accounts is enabled on the org