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Salesforce AP-208 Exam Syllabus Topics:

SectionObjectives
Financial Services Processes- Sales and service process automation
- Wealth and insurance workflows
Financial Services Cloud Fundamentals- Industry use cases in banking and insurance
- Core concepts and value proposition of Financial Services Cloud
Security, Reporting, and Integration- Data security and sharing models
- Integration with Salesforce ecosystem tools
- Reporting and dashboards in Financial Services Cloud
Client and Customer Management- Relationship Groups and role modeling
- Client lifecycle management processes
Data Model and Architecture- Financial accounts and household structures
- Accounts, Contacts, Households, and Relationships

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #1

A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

  • A. Update the Role picklist on the Account-Account Relationship object with new value.
  • B. Update the Role picklist on the Account-Contact Relationship object with new value.
  • C. Create a new Contact Reciprocal Role for the required value.
  • D. Create a new Account Reciprocal Role for the required value.
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

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Question #2

Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?

  • A. Client onboarding
  • B. Performance reporting
  • C. Opportunity management
  • D. Financial accounts management
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Correct Answer: D  🗳️

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Question #3

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

  • A. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
  • B. Configure Financial Account record types to match the required categories.
  • C. Create a custom picklist on the Financial Account object to track the Type.
  • D. Configure the Financial Account List components for each required category.
  • E. Add the Financial Account List component to the Account Lightning record page.
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Correct Answer: B,D,E  🗳️

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Question #4

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?

  • A. Data Consumption Framework
  • B. Data Processing Engine
  • C. Industry Integration Solutions with the MuleSoft Anypoint Platform
  • D. OmniStudio Integration Procedures
  • E. OmniStudio DataRaptors
Reveal Solution  Discussion  0

Correct Answer: C,D,E  🗳️

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Question #5

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Agentforce Financial Services to meet these requirements?

  • A. Create an Account sharing rule based on record owner.
  • B. Create Account sharing rules based on criteria.
  • C. Create a Financial Account sharing rule based on criteria.
  • D. Create a Financial Account sharing rule based on record owner.
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

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