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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Data Model and Architecture | 18% | - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts - Custom objects for financial products - Individual and Household data model |
| Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud |
| Wealth Management Capabilities | 20% | - Performance monitoring - Financial goals and planning - Investment portfolio management - Asset allocation tracking |
| Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Client Management | 15% | - Relationship types and hierarchy - Client profiling and segmentation - Household management - Client lifecycle management |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
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. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the Financial Services Home Page
- B. 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
- 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. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via Financial Services Action Plans
- E. 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
Correct Answer: C,D,E 🗳️
Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?
- A. OmniStudio Integration Procedures
- B. Data Consumption Framework
- C. Industry Integration Solutions with the MuleSoft Anypoint Platform
- D. Data Processing Engine
- E. OmniStudio DataRaptors
Correct Answer: A,C,E 🗳️
Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state. What should the consultant consider from a customer onboarding perspective?
- A. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies, Discovery Framework can be used to improve the current state.
- B. If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Discovery Framework is recommended to improve the current state.
- C. If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Action Plan is recommended to improve the current state.
Correct Answer: A 🗳️
Explanation: Only visible for VCE4Plus 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. Interest Tags
- B. Topics
- C. Alerts
- D. Engagement Topics
Correct Answer: A 🗳️
Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).
A company wants to convert its Agentforce Financial Services implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
- A. Ensure each individual account to be converted is not a parent account of any other account records.
- B. Ensure each account.phone field in the individual account record is blank.
- C. Ensure all individual account records to be converted are only linked to exactly one contact record.
- D. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.
- E. Test out the conversion in a sandbox, including all integrations and customizations.
Correct Answer: A,C,E 🗳️
Explanation: Only visible for VCE4Plus members. You can sign-up / login (it's free).
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