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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation and Configuration | 10% | - Setup and configuration basics - Security model considerations - Best practices for deployment |
| Topic 2: Client Management | 15% | - Client profiling and segmentation - Relationship types and hierarchy - Household management - Client lifecycle management |
| Topic 3: Data Model and Architecture | 18% | - Financial Account and Financial Holding objects - Individual and Household data model - Custom objects for financial products - Relationship mapping between accounts and contacts |
| Topic 4: Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM |
| Topic 5: Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Performance monitoring - Financial goals and planning |
| Topic 6: Analytics and Reporting | 12% | - Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors |
| Topic 7: Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?
A) Account object - Businessrecord type
B) Account Contact Relationship object
C) Account object - Household record type
D) Account Account Relationship object
E) Contact object
2. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
A) Interaction Participant
B) Opportunity Participant
C) Interaction Summary Participant
D) Financial DealParticipant
E) Participant Role
3. Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?
A) Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
B) Use Interaction Summary Participants to provide the right access to individuals or groups.
C) Enable Compliant Data Sharing for Interaction Summaries.
D) Enable Compliant Data Sharing for Interactions.
E) Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
4. Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
A) Residential Loan Application
B) Contact
C) Lead
D) Account
E) Opportunity
5. How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?
A) The Admin can change the color of important life events to red.
B) The user can change the color of important life events to red.
C) The Admin can customize the order of life events to be set in chronological order.
D) The user can customize the order of life events to be set in chronological order
Solutions:
| Question # 1 Answer: A,C,D | Question # 2 Answer: C,D,E | Question # 3 Answer: A,B,C | Question # 4 Answer: A,D,E | Question # 5 Answer: A |
