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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Topic 2: Define and Design | 42% | - Data migration and integration strategy - Security and access design
|
| Topic 3: Delivery and Configuration | 46% | - Configure core FSC features
- Integration and data exchange - Automation and workflows
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?
- A. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
- B. In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.
- C. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can ' t be disabled for the Opportunity object.
- D. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
- E. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
Correct Answer: B,C,D 🗳️
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A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
- A. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
- B. Configure Financial Account record types to match the required categories.
- C. Configure the Financial Account List components for each required category.
- D. Create a custom picklist on the Financial Account object to track the Type.
- E. Add the Financial Account List component to the Account Lightning record page.
Correct Answer: B,C,E 🗳️
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Which three permission sets grant access or extend permissions for record alerts in Agentforce Financial Services?
- A. OmniStudio User permission set
- B. Financial Services Cloud Standard permission set
- C. OmniStudio Admin permission set
- D. Financial Services Cloud Basic permission set
- E. Financial Services Cloud Foundations permission set
Correct Answer: A,B,E 🗳️
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Financial Services Cloud (FSC) contains a number of custom objects to model a client ' s financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC. What are three objects in FSC?
- A. Financial Goal
- B. Inheritance
- C. Financial Holding
- D. Billing
- E. Revenue
Correct Answer: A,C,E 🗳️
Explanation: Only visible for Test4Engine members. You can sign-up / login (it's free).
s. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
- A. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company ' s business relies on.
- B. Review the out-of-the-box capabilities and compare them to the company ' s current needs.
- C. Design the modifications to fields, picklists, layouts, and other required features to support business processes.
- D. Enable and configure person accounts in FSC, and assign users with permission set licenses.
- E. Beyond the preconfigured settings, evaluate whether they need advanced customizations.
Correct Answer: A,B,E 🗳️
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