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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Topic 2: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 3: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 4: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 5: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
Culmus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
- A. Salesforce FSC only allows 1,024 public groups.
- B. Franchise users can have multiple roles in the hierarchy.
- C. The administrator can define up to 300 total sharing rules for each object.
- D. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
Correct Answer: C 🗳️
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Financial Services Cloud (FSC) contains a number of custom objects to model a client ' s financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC. What are three objects in FSC?
- A. Financial Holding
- B. Financial Goal
- C. Billing
- D. Inheritance
- E. Revenue
Correct Answer: A,B,E 🗳️
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Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a FlexCard for weather conditions in the console to ensure the agents can access the information. The FlexCard needs to provide fields extracted from a weather API and an account field from Salesforce. Which method should the consultant use, according to best practices?
- A. APEX classes
- B. DataRaptor Extract
- C. Integration Procedure
- D. Streaming API
Correct Answer: C 🗳️
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An exact management firm that is moving to Subadvisor from its old CMM wants to be able to bring over its client data on drivers ' licenses and passports.
Which Financial Services Cloud object should a consultant recommend?
- A. Identity Document
- B. Identification Document
- C. Document Checklist Item
- D. Resolved Document
Correct Answer: A 🗳️
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Which three record type options should an advisor configure for a Lead object configuration?
- A. General
- B. Adjustments
- C. Retirement Planning
- D. Opportunity
- E. Referral
Correct Answer: A,C,E 🗳️
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