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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 Financial Services Cloud Accredited Professional Sample Questions:
1. For which three objects are Rollup By Lookup (RBL) summaries are available?
A) Claims
B) Assets and Liabilities
C) Life Events
D) Contacts
E) Financial Accounts
2. What are two language-related limitations of Financial Services Cloud?
A) Referral record type labels are supported only in English.
B) Predefined reciprocal roles are available only in English.
C) Custom component labels are supported only in English.
D) Flows are available only in English.
3. What actions can a Wealth Advisor take from the Life Events card7
A) Create Case
B) Open an Account
C) Request Record Approval
D) Create Opportunity
E) Create Lead & Referral
4. If a client is associated with more than one Household or Group, where will this clients records get rolled up to?
A) to all the parent households and groups
B) to the household with the client's primary address
C) to the Household where the client is the primary member
D) to the household selected by the advisor for record rollups.
5. Which three related lists are visible within Actionable Relationship Center associated with the Account object?
A) Client Financial Goals
B) Household Financial Accounts
C) Cases
D) Financial Holdings
E) Notes and Attachments
Solutions:
| Question # 1 Answer: B,D,E | Question # 2 Answer: A,B | Question # 3 Answer: C,D,E | Question # 4 Answer: D | Question # 5 Answer: A,B,D |
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