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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 2: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Topic 3: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Data security and sharing models - Reporting and dashboards in Financial Services Cloud |
| Topic 4: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 5: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
Which of the following objects do support Group-Level Rollups?
- A. Tasks
- B. Action Plans
- C. Alerts
- D. Financial Accounts
- E. Opportunities
Correct Answer: A,D,E 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
s. Cumulus Bank ' s mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process. Which two features should a consultant suggest to Cumulus Bank to implement?
- A. A " Mortgage Application " custom object to hold the collected client data
- B. Flow Builder to automate these business processes
- C. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
- D. A Data Import Wizard to upload the data collected in spreadsheets
Correct Answer: B,C 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
s. A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally. What are the two expectations from implementing multi language features in FSC?
- A. In Tokyo branches, the names of the Account, Prospect and Contact are in Japanese, but the package Advisor, Personal Banker, Relationship Manager, and Client Associate profiles are in English.
- B. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese.
- C. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
- D. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
Correct Answer: B,C 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC).
The Addams family are wealth management clients with the following relationships:
The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. The wife is also part of the Symonds Household with her father as the primary member.
Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
- A. Financial Services Cloud Einstein
- B. Data Visualization with Marketing Cloud Intelligence
- C. Actionable Relationship Center (ARC), an advanced visualization engine
- D. Data Filtering and Sorting in Tableau Desktop
Correct Answer: C 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Agentforce Financial Services objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports ' records. Which three security settings must be set up in Salesforce to meet these requirements?
- A. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
- B. Custom permission sets and out-of-the-box Agentforce Financial Services permission sets should be configured or updated and assigned to all users for the use of Agentforce Financial Services components and field-level security.
- C. Each object sharing should be set up, explicitly sharing each user ' s record with the manager.
- D. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
- E. Only Custom Profiles should be configured and assigned to all users to use Agentforce Financial Services components and field-level security. The administrator should configure custom profiles and assign them to all users.
Correct Answer: A,B,D 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
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