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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Client Management | 15% | - Client lifecycle management - Client profiling and segmentation - Relationship types and hierarchy - Household management |
| Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Performance monitoring - Financial goals and planning |
| Banking and Lending Features | 15% | - Digital lending workflows - Compliance and regulatory considerations - Account aggregation |
| Analytics and Reporting | 12% | - Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors |
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Individual and Household data model - Custom objects for financial products - Financial Account and Financial Holding objects |
| 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 |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A new custom object has been created, and the records of this object will be created through integration with another system. What should a consultant do to ensure the data is loading into the correct fields in Agentforce Financial Services?
- A. Ensure custom metadata is configured and each custom metadata record details where the data will be sent.
- B. Utilize a field mapping file with the external system data location and the corresponding field in Salesforce.
- C. Use a CSV file with the data created and use Data Loader to map to the correct field.
- D. Create a junction object between the external system and the new customer object where the data will reside.
Correct Answer: B 🗳️
Explanation: Only visible for RealVCE members. You can sign-up / login (it's free).
A wealth management division manages the financial assets of many wealthy clients. Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?
- A. Assign the Custom Field Set to a Lightning component.
- B. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
- C. Assign the Custom Field Set to the Financial Summary component.
- D. Create a new type of person account so trust group details roll down to the beneficiaries level.
Correct Answer: A,B,C 🗳️
Explanation: Only visible for RealVCE members. You can sign-up / login (it's free).
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver ' s age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client ' s record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
- A. APEX Code
- B. OmniScripts
- C. FlexCards
- D. Integration Procedures
- E. Business Rules Engine
Correct Answer: B,D,E 🗳️
Explanation: Only visible for RealVCE members. You can sign-up / login (it's free).
Which three objects should an Agentforce Financial Services administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
- A. Assets and Liabilities
- B. Case
- C. Opportunity
- D. Account
- E. Financial Account
Correct Answer: A,C,D 🗳️
Explanation: Only visible for RealVCE members. You can sign-up / login (it's free).
An exact management firm that is moving to Subadvisor from its old CMM wants to be able to bring over its client data on drivers ' licenses and passports.
Which Financial Services Cloud object should a consultant recommend?
- A. Document Checklist Item
- B. Resolved Document
- C. Identification Document
- D. Identity Document
Correct Answer: D 🗳️
Explanation: Only visible for RealVCE members. You can sign-up / login (it's free).
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