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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 2: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Topic 3: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 4: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 5: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all. Which two Financial Services Cloud capabilities should help address these challenges?
- A. Action Plans
- B. OmniScripts
- C. Financial Accounts
- D. Roll-up Summaries
Correct Answer: A,B 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted. Which action should the consultant take in Agentforce Financial Services to address the institution ' s concern?
- A. Enable and implement the appropriate Regulation checkbox on the client record to track their request.
- B. Integrate the Consent object with their Consent Platform to track it in Salesforce.
- C. Implement Consent Management for Agentforce Financial Services.
- D. Hide the client ' s contact information and add an approval process for allowing a user to access it to contact the client.
Correct Answer: C 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
- A. Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account object.
- B. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
- C. The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
- D. Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
Correct Answer: A 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
- A. Client Financial Goals
- B. Household Financial Accounts
- C. Notes and Attachments
- D. Cases
- E. Financial Holdings
Correct Answer: A,B,D 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
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. Test out the conversion in a sandbox, including all integrations and customizations.
- B. Ensure each individual account to be converted is not a parent account of any other account records.
- 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. Ensure all individual account records to be converted are only linked to exactly one contact record.
Correct Answer: A,B,E 🗳️
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