AP-208 無料問題集「Salesforce Accredited Agentforce Financial Services Professional」

（A）To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

（B）When the user defines the custom report type, Topics should be selected as the Primary Object.

（C）When the user defines the custom report type, Tag Categories should be selected as the Primary Object.

（D）The user must build a report using the Topics object to view Interest Tags in the report.

（A）Commercial Banking flow

（B）Retail Banking flow

（C）Mortgage flow

（D）Institutional Banking flow

（E）Insurance flow

（A）Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

（B）Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

（C）Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list.

（D）Update Industries Settings to give users access to the Financial Deal object.

（A）Ensure all individual account records to be converted are only linked to exactly one contact record.

（B）Ensure each account.phone field in the individual account record is blank.

（C）Ensure each individual account to be converted is not a parent account of any other account records.

（D）Test out the conversion in a sandbox, including all integrations and customizations.

（E）Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.

（A）Alerts

（B）Engagement Topics

（C）Interest Tags

（D）Topics

（A）Payments

（B）Underwriting

（C）Approvals

（D）Endorsements

（E）Commissions

（A）When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.

（B）With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

（C）Record alert categories are not required when creating a record alert, but they help keep alerts organized.

（D）When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.

（A）Use the Financial Deal object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

（B）Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.

（C）Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

（A）Suggest offers and actions to users that are tailored to meet an organization ' s unique business criteria.

（B）Coordinate multiple flows and assign them to multiple teams or individuals.

（C）Collect input from internal users with a form placed on a Lightning page or launched by a button.

（D）Perform an operation for more records than schedule-triggered flows allow.

（A）Steps

（B）Blocks

（C）Work Items

（D）Processes

（E）Stages