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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
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 a Canvas app to surface the external authentication module.
- B. Create a screen flow.
- C. Create an OmniScript flow.
- D. Create a Lightning web component.
Correct Answer: B 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
Which two steps should an administrator take to ensure that all users can see person accounts but only specific users can view financial accounts?
- A. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Public Read Only.
- B. Edit the Lightning page assigned to the Financial Advisor Profile and remove the Financial Accounts tab.
- C. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Private.
- D. Change organization-wide defaults (OWD) sharing on the Person Accounts object to Public Read Only.
Correct Answer: C,D 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
- A. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
- B. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
- C. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
- D. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
Correct Answer: A 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
- A. Financial Holdings
- B. Household Financial Accounts
- C. Client Financial Goals
- D. Cases
- E. Notes and Attachments
Correct Answer: B,C,D 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
- A. Object: Account-Account Relationship; Field: Related Role
- B. Object: Financial Account Role; Field: Role
- C. Object: Financial Account; Field: Primary Owner
- D. Object: Financial Account; Field: Joint Owner
Correct Answer: B 🗳️
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