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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data Model and Architecture | 18% | - Custom objects for financial products - Relationship mapping between accounts and contacts - Individual and Household data model - Financial Account and Financial Holding objects |
| Topic 2: Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| Topic 3: Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Topic 4: Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Topic 5: Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Topic 6: Wealth Management Capabilities | 20% | - Investment portfolio management - Financial goals and planning - Performance monitoring - Asset allocation tracking |
| Topic 7: Client Management | 15% | - Household management - Client profiling and segmentation - Client lifecycle management - Relationship types and hierarchy |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?
A) Add Scon as a Related Contact to the Adams Household.
B) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
C) Disable the Primary Group setting fof Scon on the Adams Household
D) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
2. A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
A) If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
B) If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
C) If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.
D) If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
3. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?
A) The Referral Score updated when a referral is assigned from the queue to a user.
B) The Referral Score updated when a referral is convened to an Opportunity or closed.
C) The Referral Score updated when an opportunity associated with the Referral is Closed Won
D) The Referral Score updated when a lead is created using the referralrecord type.
4. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
A) Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
B) Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.
C) Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
D) Grant users access to the Financial Account object with permission set
5. A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?
A) Discovery Framework
B) Process Builder
C) Omni Studio
D) Screen Flows
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: A,D | Question # 5 Answer: B,D |
