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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
| Delivery and Configuration | 46% | - Initial setup and package installation - Integration and data exchange - Configure core FSC features
|
| Define and Design | 42% | - Data model, objects, and relationships
- Security and access design
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A retail bank is using Agentforce Financial Services to support its operations. The bank has received complaints that its clients ' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is. Which solution should a consultant suggest the client explore?
- A. A Marketing Cloud integration to manage client communications
- B. The Send Documents flow for Retail Banking
- C. An APEX solution to leverage the SendMail capabilities of Salesforce
- D. Process Builder to create automated document requests for missing items
Correct Answer: B π³οΈ
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
During the design phase of a project, a consultant needs to provide a financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the embedding process. What are these things to consider regarding Discovery Framework?
- A. FSC Discovery Framework allows archiving questions.
- B. Discovery Framework is built based on Salesforce Flow.
- C. Discovery Framework can create both standard and hierarchical questions.
- D. Discovery Framework forms cannot be deployed to Communications.
- E. Discovery Framework creates highly capable forms with integrations and advanced logic.
Correct Answer: A,C,E π³οΈ
Explanation: Only visible for ActualCollection 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. Enable " Use Person Account " custom setting.
- B. Create custom fields on the Person Account object.
- C. Configure " Individual Record Type Mapper " custom metadata.
- D. Create a record type on the Contact object.
Correct Answer: C π³οΈ
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
s. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
- A. Enable and configure person accounts in FSC, and assign users with permission set licenses.
- B. Review the out-of-the-box capabilities and compare them to the company ' s current needs.
- C. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company ' s business relies on.
- D. Design the modifications to fields, picklists, layouts, and other required features to support business processes.
- E. Beyond the preconfigured settings, evaluate whether they need advanced customizations.
Correct Answer: B,C,E π³οΈ
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
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 Account Reciprocal Role for the required value.
- D. Create a new Contact Reciprocal Role for the required value.
Correct Answer: C π³οΈ
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
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