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Salesforce AP-208 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional |
| Exam Number: | AP-208 |
| Exam Format: | Multiple-choice, Multiple-select |
| Available Languages: | English |
| Related Certifications: | Salesforce Consultant Salesforce Administrator |
| Certificate Validity Period: | 2 years |
| Real Exam Qty: | 55-60 |
| Exam Price: | $200 USD |
| Exam Duration: | 90 minutes |
| Passing Score: | 65% |
| Recommended Training: | Trailhead - Financial Services Cloud Partner Learning Camp |
| Exam Registration: | WebAssessor |
| Sample Questions: | Salesforce AP-208 Sample Questions |
| Exam Way: | Online proctored or onsite at Kryterion test centers |
| Pre Condition: | No mandatory prerequisites; recommended: Salesforce Administrator knowledge, Financial Services Cloud Specialist Superbadge |
| Official Syllabus URL: | https://trailhead.salesforce.com/credentials/financialservicescloud |
Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Initial setup and package installation - Configure core FSC features
- Reporting, dashboards, and analytics |
| Topic 2: Define and Design | 42% | - User experience and interface design - Data model, objects, and relationships
|
| Topic 3: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
s. The Bank of the Future wants its call center agents to be able to see person accounts but wants to restrict access to financial accounts to protect the privacy of its clients. Which two steps should an administrator take to ensure that all users can see person accounts but only specific users can view financial accounts?
- A. Edit the Lightning page assigned to the Financial Advisor Profile and remove the Financial Accounts tab.
- B. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Private.
- C. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Public Read Only.
- D. Change organization-wide defaults (OWD) sharing on the Person Accounts object to Public Read Only.
Correct Answer: B,D 🗳️
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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. Integration Procedures
- B. OmniScripts
- C. APEX Code
- D. Business Rules Engine
- E. FlexCards
Correct Answer: A,B,D 🗳️
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A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted. Which action should the consultant take in Agentforce Financial Services to address the institution ' s concern?
- A. Enable and implement the appropriate Regulation checkbox on the client record to track their request.
- B. Implement Consent Management for Agentforce Financial Services.
- C. Integrate the Consent object with their Consent Platform to track it in Salesforce.
- D. Hide the client ' s contact information and add an approval process for allowing a user to access it to contact the client.
Correct Answer: B 🗳️
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A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
- A. OmniStudio Action
- B. Integration Procedure
- C. Document Generation
- D. DataRaptor
- E. Calculation Procedure
Correct Answer: C,D 🗳️
Explanation: Only visible for TopExamCollection members. You can sign-up / login (it's free).
Cumulus Bank is migrating its CRM software from a legacy application to Agentforce Financial Services.
The bank hired Salesforce Professional Services to configure/deploy the new Agentforce Financial Services org and migrate data. Which order should a consultant follow when performing the data migrations?
- A. Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions
- B. Financial Accounts, then Financial Account Transactions, then Financial Account Roles, then Individuals
- C. Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
- D. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
Correct Answer: D 🗳️
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By Martin
