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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Wealth Management Capabilities | 20% | - Investment portfolio management - Financial goals and planning - Performance monitoring - Asset allocation tracking |
| Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Data Model and Architecture | 18% | - Individual and Household data model - Financial Account and Financial Holding objects - Custom objects for financial products - Relationship mapping between accounts and contacts |
| Client Management | 15% | - Client lifecycle management - Household management - Client profiling and segmentation - Relationship types and hierarchy |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
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 Canvas app to surface the external authentication module.
- C. Create a screen flow.
- D. Create a Lightning web component.
Correct Answer: C 🗳️
Explanation: Only visible for PrepPDF members. You can sign-up / login (it's free).
What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
- A. Implementing a generic, one-size-fits-all solution for all customers
- B. Creating a new Salesforce instance from scratch for the customer
- C. Conducting a gap analysis between the customer ' s current processes and Salesforce FSC capabilities
- D. Importing the customer ' s existing data into Salesforce FSC without any modifications
Correct Answer: C 🗳️
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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. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
- B. 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.
- C. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
- 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.
Correct Answer: C 🗳️
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s. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals. Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
- A. Financial Deal Participant
- B. Participant Role
- C. Interaction Participant
- D. Interaction Summary Participant
- E. Opportunity Participant
Correct Answer: A,C,D 🗳️
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Which three processes are part of Claims Management?
- A. Auto Adjudication
- B. Underwriting
- C. Payment
- D. Reserve Management
- E. Quoting
Correct Answer: A,C,D 🗳️
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