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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Integration and data exchange - Configure core FSC features
- Initial setup and package installation |
| Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
| Define and Design | 42% | - Data migration and integration strategy - User experience and interface design - Data model, objects, and relationships
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
s. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
- A. Assign the integration user to the System Administrator profile.
- B. Update the System Administrator profile to include the API Only User.
- C. Create a dedicated Integration User.
- D. Create a new custom profile and ensure API Only is selected.
Correct Answer: C,D 🗳️
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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. Create a new Contact Reciprocal Role for the required value.
- B. Update the Role picklist on the Account-Contact Relationship object with new value.
- C. Create a new Account Reciprocal Role for the required value.
- D. Update the Role picklist on the Account-Account Relationship object with new value.
Correct Answer: C 🗳️
Explanation: Only visible for Prep4sures members. You can sign-up / login (it's free).
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals. What should the administrator do to set up the new record types?
- A. Configure " Individual Record Type Mapper " custom metadata.
- B. Enable " Use Person Account " custom setting.
- C. Create a record type on the Contact object.
- D. Create custom fields on the Person Account object.
Correct Answer: A 🗳️
Explanation: Only visible for Prep4sures members. You can sign-up / login (it's free).
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization ' s repetitive business processes.
Which use case is a suitable fit for Flow Builder?
- A. Suggest offers and actions to users that are tailored to meet an organization ' s unique business criteria.
- B. Perform an operation for more records than schedule-triggered flows allow.
- C. Coordinate multiple flows and assign them to multiple teams or individuals.
- D. Collect input from internal users with a form placed on a Lightning page or launched by a button.
Correct Answer: D 🗳️
Explanation: Only visible for Prep4sures members. You can sign-up / login (it's free).
s. Cumulus Bank ' s mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process. Which two features should a consultant suggest to Cumulus Bank to implement?
- A. A Data Import Wizard to upload the data collected in spreadsheets
- B. Flow Builder to automate these business processes
- C. A " Mortgage Application " custom object to hold the collected client data
- D. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
Correct Answer: B,D 🗳️
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