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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 2: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 3: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Topic 4: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 5: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff. Which three functions should be added to the Delegated Administrator group?
- A. Assign or remove permission sets for users in their delegated groups.
- B. Set organization-wide sharing defaults on custom objects.
- C. Create and manage membership of specified public groups.
- D. Unlock users.
Correct Answer: A,C,D 🗳️
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An Agentforce Financial Services 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. Financial Services Cloud Standard
- C. Financial Services Cloud Basic
- D. Financial Services Cloud Extension
Correct Answer: B 🗳️
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A financial services company needs to transform the individual data model to person accounts in Agentforce Financial Services, and its consulting partner is helping decide the sequence of the user stories in the design phase. What should the implementation team do as the top priority during planning?
- A. Enable person account in a sandbox.
- B. Enable person accounts in FS.
- C. Perform a data backup.
- D. Configure Person Account record types.
Correct Answer: C 🗳️
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Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization ' s repetitive business processes.
Which use case is a suitable fit for Flow Builder?
- A. Collect input from internal users with a form placed on a Lightning page or launched by a button.
- B. Suggest offers and actions to users that are tailored to meet an organization ' s unique business criteria.
- C. Coordinate multiple flows and assign them to multiple teams or individuals.
- D. Perform an operation for more records than schedule-triggered flows allow.
Correct Answer: A 🗳️
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A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
- A. Ensure each individual account to be converted is not a parent account of any other account records.
- B. Ensure all individual account records to be converted are only linked to exactly one contact record.
- C. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.
- D. Ensure each account.phone field in the individual account record is blank.
- E. Test out the conversion in a sandbox, including all integrations and customizations.
Correct Answer: A,B,E 🗳️
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