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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 2: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 3: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Topic 4: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 5: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim. Which three standard Insurance Platform components can digitally enable these core insurance operations?
- A. Mobile Claim Submission
- B. Claims Management
- C. Quote Creation Toolbox
- D. Policy Administration
- E. Quote, Rate, and Apply
Correct Answer: B,D,E 🗳️
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What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
- A. Conducting a gap analysis between the customer ' s current processes and Salesforce FSC capabilities
- B. Creating a new Salesforce instance from scratch for the customer
- C. Importing the customer ' s existing data into Salesforce FSC without any modifications
- D. Implementing a generic, one-size-fits-all solution for all customers
Correct Answer: A 🗳️
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A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted. Which action should the consultant take in Agentforce Financial Services to address the institution ' s concern?
- A. Implement Consent Management for Agentforce Financial Services.
- B. Integrate the Consent object with their Consent Platform to track it in Salesforce.
- C. Hide the client ' s contact information and add an approval process for allowing a user to access it to contact the client.
- D. Enable and implement the appropriate Regulation checkbox on the client record to track their request.
Correct Answer: A 🗳️
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How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
- A. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
- B. Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account object.
- C. The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
- D. Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
Correct Answer: B 🗳️
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Which of the following objects do support Group-Level Rollups?
- A. Financial Accounts
- B. Action Plans
- C. Alerts
- D. Tasks
- E. Opportunities
Correct Answer: A,D,E 🗳️
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