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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: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Data security and sharing models - Reporting and dashboards in Financial Services Cloud |
| Topic 3: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 4: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 5: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?
A) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
B) Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
C) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
D) Remove the Event or Milestone from the Lightning Component in the Developer Console.
2. Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?
A) OmniStudio User permission set
B) FSC Foundations permission set
C) OmniStudio Admin permission set
D) FSC Basic permission set
E) FSC Standard permission set
3. Which of the following objects do support Group-Level Rollups?
A) Tasks
B) Financial Accounts
C) Action Plans
D) Alerts
E) Opportunities
4. Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
A) The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
B) ARC displays up to 5 related lists that have a configured compact layout.
C) ARC is certified to work with Person Accounts and Individual Accounts.
D) To enable users to see the ARC, you will need to add the component for ARC to the page layout.
E) The Association Type picklist controls the account-account relationship that display in the ARC.
5. Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?
A) Opportunity management
B) Performance reporting
C) Financial accounts management
D) Client onboarding
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A,B,E | Question # 3 Answer: B,C,E | Question # 4 Answer: B,D,E | Question # 5 Answer: C |
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