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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A financial services company must add details to the default business hours record. For companywide holidays, the company wants the option to skip nonwork days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement? What should the administrator configure to meet the requirement?
- A. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
- B. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
- C. Configure the day without business hours, it is considered a non-work day, even if the day is a recurring holiday.
- D. Omit the day ' s start and end time fields when the administrator wants to indicate a non-working day.
Correct Answer: D 🗳️
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The investor relations director of a large insurance company just published a press release after the company ' s Quarterly Earnings Call to report about its digital transformation implementing Agentforce Financial Services. Which three value outcomes should the company ' s stakeholders expect?
- A. Achieved higher CSAT and NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for Agentforce Financial Services
- B. Streamlined the entire deal lifecycle with Agentforce Financial Services, leveraging relationship maps and interaction history in business development/discovery to accelerate pipe management and research
- C. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the Financial Services Home Page
- D. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
- E. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via Financial Services Action Plans
Correct Answer: A,D,E 🗳️
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During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokers should never have access to other brokers ' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?
- A. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.
- B. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact association if they need work for multiple Brokers.
- C. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group Account to model their company.
- D. Brokers should be modeled as Contact and the Broker company should be modeled as Account, even if they ' re a legal entity individually.
Correct Answer: A,D 🗳️
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During the design phase of a project, a consultant needs to provide a Agentforce Financial Services solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process. What are three things to consider regarding Discovery Framework?
- A. Discovery Framework can create both standard and hierarchical questions.
- B. Discovery Framework forms cannot be deployed to Communities.
- C. Financial Services Cloud Discovery Framework allows archiving questions.
- D. Discovery Framework creates highly capable forms with integrations and advanced logic.
- E. Discovery Framework is built based on Salesforce Flow.
Correct Answer: A,C,D 🗳️
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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. Data Visualization with Marketing Cloud Intelligence
- B. Financial Services Cloud Einstein
- C. Actionable Relationship Center (ARC), an advanced visualization engine
- D. Data Filtering and Sorting in Tableau Desktop
Correct Answer: C 🗳️
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