Salesforce AP-208 valid study dumps : Salesforce Accredited Agentforce Financial Services Professional

A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

• A. Update the Role picklist on the Account-Contact Relationship object with new value.
• B. Create a new Contact Reciprocal Role for the required value.
• C. Create a new Account Reciprocal Role for the required value.
• D. Update the Role picklist on the Account-Account Relationship object with new value.

A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim. Which three standard Insurance Platform components can digitally enable these core insurance operations?

• A. Policy Administration
• B. Quote, Rate, and Apply
• C. Quote Creation Toolbox
• D. Claims Management
• E. Mobile Claim Submission

What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

• A. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
• B. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
• C. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field

A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?

• A. Feed tracking has to be enabled for the Action Plan object.
• B. Admin user has to be assigned the Action Plans permission set.
• C. Salesforce is yet to roll out Chatter for the Action Plan object.
• D. Chatter has to be enabled for Action Plans via Chatter settings in setup.

A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

• A. 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.
• B. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
• C. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
• D. 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.