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Salesforce AP-208 Exam Syllabus Topics:

SectionObjectives
Client and Customer Management- Client lifecycle management processes
- Relationship Groups and role modeling
Financial Services Cloud Fundamentals- Industry use cases in banking and insurance
- Core concepts and value proposition of Financial Services Cloud
Security, Reporting, and Integration- Integration with Salesforce ecosystem tools
- Data security and sharing models
- Reporting and dashboards in Financial Services Cloud
Data Model and Architecture- Accounts, Contacts, Households, and Relationships
- Financial accounts and household structures
Financial Services Processes- Wealth and insurance workflows
- Sales and service process automation

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Which three things should be considered when implementing CDS in Agentforce Financial Services?

  • A. Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners.
  • B. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
  • C. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
  • D. CDS can only be applied to Agentforce Financial Services objects and Account and Opportunity objects.
  • E. CDS in Agentforce Financial Services allows record owners to grant access to their records to other Agentforce Financial Services users.
Reveal Solution  Discussion  0

Correct Answer: A,B,E  🗳️

Explanation: Only visible for PassLeaderVCE members. You can sign-up / login (it's free).

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?

  • A. Utilize Chatter notifications for reminders.
  • B. Utilize Financial Services Flow Templates to flag missing items.
  • C. Utilize Action Plan and Action Plan Template.
  • D. Create an after-save trigger to generate reminder tasks.
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Explanation: Only visible for PassLeaderVCE members. You can sign-up / login (it's free).

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?

  • A. Design the solution using Agentforce Financial Services components.
  • B. Create a visual flow diagram.
  • C. Understand the journey for the multiple personas involved in the process.
  • D. Document the business process flows.
  • E. Determine the best e-signature solution to use.
Reveal Solution  Discussion  0

Correct Answer: B,C,D  🗳️

Explanation: Only visible for PassLeaderVCE members. You can sign-up / login (it's free).

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
Reveal Solution  Discussion  0

Correct Answer: A,B  🗳️

Explanation: Only visible for PassLeaderVCE members. You can sign-up / login (it's free).

The system administrator hears at a retail consumer bank just received close migration instructions and guidance on Data Loader from their Salesforce outcheck to upgrade the existing Service Cloud.org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?

  • A. 1. Accounts and contacts 2. Households 3. Financial accounts
  • B. 1. Accounts are contacts 2. Financial accounts 3. Account groups and households
  • C. 1. Households 2. Financial accounts 3. Person accounts
  • D. 1. Financial accounts 2. Accounts and contacts 3. Account groups
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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