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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Delivery and Configuration46%- Initial setup and package installation
- Integration and data exchange
- Reporting, dashboards, and analytics
- Automation and workflows
  • 1. Flow, Process Builder, and OmniStudio
    - Configure core FSC features
    • 1. Financial goals and action plans
      • 2. Householding and roll-up summaries
        • 3. Actionable Relationship Center
          Topic 2: Define and Design42%- Security and access design
          • 1. Compliance and data privacy controls
            • 2. Role hierarchy, sharing rules, and field-level security
              - Data model, objects, and relationships
              • 1. Person accounts, households, and relationship mapping
                • 2. Financial accounts, holdings, and products
                  - Data migration and integration strategy
                  - User experience and interface design
                  Topic 3: Discovery12%- Analyze business processes and system architecture
                  - Identify requirements and define solution scope
                  - Determine compliance and regulatory considerations

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
                  Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

                  • A. Build custom Lightning pages that correspond to each stage of the business process.
                  • B. Configure Dynamic Actions for Lightning pages.
                  • C. Enable In-App Guidance to provide walk-throughs.
                  • D. Use flows to remove the neea for complex Lightning pages.
                  • E. Configure Dynamic Lightning pages.
                  Reveal Solution  Discussion  0

                  Correct Answer: B,C,D  🗳️

                  Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).

                  A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
                  Which two permission sets should be cloned to create this new permission set and give access to interest tags?

                  • A. FSC Basic permission set
                  • B. FSC Standard permission set
                  • C. FSC Extension permission set
                  • D. FSC Foundations permission set
                  Reveal Solution  Discussion  0

                  Correct Answer: C,D  🗳️

                  Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).

                  Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?

                  • A. Opportunity management
                  • B. Performance reporting
                  • C. Client onboarding
                  • D. Financial accounts management
                  Reveal Solution  Discussion  0

                  Correct Answer: D  🗳️

                  Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).

                  The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

                  • A. Family
                  • B. Group
                  • C. Peer
                  • D. Trust
                  • E. Member
                  Reveal Solution  Discussion  0

                  Correct Answer: A,C,D  🗳️

                  Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).

                  Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

                  • A. Account
                  • B. Residential Loan Application
                  • C. Lead
                  • D. Contact
                  • E. Opportunity
                  Reveal Solution  Discussion  0

                  Correct Answer: A,B,E  🗳️

                  Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).

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