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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: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships
- Financial accounts and household structures
|
| Topic 3: Client and Customer Management | - Relationship Groups and role modeling
- Client lifecycle management processes
|
| Topic 4: Security, Reporting, and Integration | - Data security and sharing models
- Integration with Salesforce ecosystem tools
- Reporting and dashboards in Financial Services Cloud
|
| Topic 5: Financial Services Processes | - Sales and service process automation
- Wealth and insurance workflows
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
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. Financial Services Cloud Extension
- B. OmniStudio
- C. Financial Services Cloud Basic
- D. Financial Services Cloud Standard
Reveal Solution
Discussion
Correct Answer: D 🗳️
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Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency). Which solution should a consultant recommend to meet these requirements?
- A. Use a third party from AppExchange add-on to implement currency conversions.
- B. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
- C. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
- D. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
Reveal Solution
Discussion
Correct Answer: B 🗳️
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Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?
- A. OmniStudio DataRaptors
- B. Industry Integration Solutions with the MuleSoft Anypoint Platform
- C. OmniStudio Integration Procedures
- D. Data Consumption Framework
- E. Data Processing Engine
Reveal Solution
Discussion
Correct Answer: A,B,C 🗳️
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During the design phase of a project, a consultant needs to provide a financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the embedding process. What are these things to consider regarding Discovery Framework?
- A. Discovery Framework forms cannot be deployed to Communications.
- B. FSC Discovery Framework allows archiving questions.
- C. Discovery Framework creates highly capable forms with integrations and advanced logic.
- D. Discovery Framework is built based on Salesforce Flow.
- E. Discovery Framework can create both standard and hierarchical questions.
Reveal Solution
Discussion
Correct Answer: B,C,E 🗳️
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Culmus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
- A. Salesforce FSC only allows 1,024 public groups.
- B. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
- C. The administrator can define up to 300 total sharing rules for each object.
- D. Franchise users can have multiple roles in the hierarchy.
Reveal Solution
Discussion
Correct Answer: C 🗳️
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