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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 2: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 3: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 4: Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Topic 5: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?
A) Interaction Summaries
B) Financial DealManagement
C) Complianthata Sharing
D) Profiles
E) Sharing Rules
2. Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
A) When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
B) Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
C) Action Plans can speed up the collection of a list of documents needed for the loan application
D) Action Plans can automatically schedule the next appointment with the Advisor.
E) Action Plans create repeatable tasks and automate the task sequences when executed
3. A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
A) The user should be using the Edit Group button to access reciprocal roles.
B) The user should be using the Member Relationship button under the Actionable Relationship Center.
C) Sharing rules have not beenset up for reciprocal roles.
D) Reciprocal roles have not been created in the org.
4. The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
A) Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
B) Assign the Person Account record type to the user profiles.
C) Assign the Individual record type to the user profiles.
D) Remove Person Account record types from the Individual Record Type Mapper.
E) Disable the Person Account custom setting.
5. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
A) Skip Non-Work Days for Action Plans
B) Sync with Company Calendar
C) Skip Non-Work Days For Tasks
D) Skip Non-Work Days for Deadlines
Solutions:
| Question # 1 Answer: A,B,E | Question # 2 Answer: A,B,E | Question # 3 Answer: A,D | Question # 4 Answer: A,C,D | Question # 5 Answer: D |








