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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data Model and Architecture | 18% | - Custom objects for financial products - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts - Individual and Household data model |
| Topic 2: Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM |
| Topic 3: Wealth Management Capabilities | 20% | - Financial goals and planning - Performance monitoring - Investment portfolio management - Asset allocation tracking |
| Topic 4: Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Topic 5: Client Management | 15% | - Household management - Client lifecycle management - Relationship types and hierarchy - Client profiling and segmentation |
| Topic 6: Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Topic 7: Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency). Which solution should a consultant recommend to meet these requirements?
- A. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
- B. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
- C. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
- D. Use a third party from AppExchange add-on to implement currency conversions.
Correct Answer: C 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
A wealth management firm is looking to start tracking its clients ' hobbies for marketing purposes in Salesforce. Which Agentforce Financial Services feature is most suitable for this?
- A. Topics
- B. Engagement Topics
- C. Interest Tags
- D. Alerts
Correct Answer: C 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
The investor relations director of a large insurance company just published a press release after the company ' s Quarterly Earnings Call to report about its digital transformation implementing Agentforce Financial Services. Which three value outcomes should the company ' s stakeholders expect?
- A. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
- B. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via Financial Services Action Plans
- C. Achieved higher CSAT and NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for Agentforce Financial Services
- D. Streamlined the entire deal lifecycle with Agentforce Financial Services, leveraging relationship maps and interaction history in business development/discovery to accelerate pipe management and research
- E. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the Financial Services Home Page
Correct Answer: A,B,C 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
A wealth management firm is looking to start tracking its clients ' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?
- A. Topics
- B. Engagement Topics
- C. Interest Tags
- D. Alerts
Correct Answer: C 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
- A. Integration Procedure
- B. Document Generation
- C. Calculation Procedure
- D. OmniStudio Action
- E. DataRaptor
Correct Answer: B,E 🗳️
Explanation: Only visible for Exam4Free members. You can sign-up / login (it's free).
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