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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Client Management | 15% | - Relationship types and hierarchy - Client lifecycle management - Household management - Client profiling and segmentation |
| Data Model and Architecture | 18% | - Individual and Household data model - Custom objects for financial products - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Performance monitoring - Financial goals and planning |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
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.
Correct Answer: D 🗳️
Explanation: Only visible for PrepAwayETE members. You can sign-up / login (it's free).
A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Agentforce Financial Services consultant configure the custom field on?
- A. Account Account Relationship
- B. Person Account
- C. Contact-Contact Relationship
- D. Account Contact Relationship
Correct Answer: C 🗳️
Explanation: Only visible for PrepAwayETE members. You can sign-up / login (it's free).
What should a Financial Advisor use to model the relationship between a business contact and a client that is modelled as a person account? Contact-Contact Relationship and the Reciprocal Role What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
- A. Account-Contact Relationship and the Reciprocal Role
- B. Reciprocal Role
- C. Account-Account Relationship
- D. Contact-Contact Relationship and the Reciprocal Rote
Correct Answer: D 🗳️
Explanation: Only visible for PrepAwayETE members. You can sign-up / login (it's free).
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?
- A. Create an OmniScript flow.
- B. Create a screen flow.
- C. Create a Canvas app to surface the external authentication module.
- D. Create a Lightning web component.
Correct Answer: B 🗳️
Explanation: Only visible for PrepAwayETE members. You can sign-up / login (it's free).
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all. Which two Financial Services Cloud capabilities should help address these challenges?
- A. Action Plans
- B. OmniScripts
- C. Roll-up Summaries
- D. Financial Accounts
Correct Answer: A,B 🗳️
Explanation: Only visible for PrepAwayETE members. You can sign-up / login (it's free).
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