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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Define and Design42%- Data model, objects, and relationships
  • 1. Person accounts, households, and relationship mapping
    • 2. Financial accounts, holdings, and products
      - User experience and interface design
      - Security and access design
      • 1. Role hierarchy, sharing rules, and field-level security
        • 2. Compliance and data privacy controls
          - Data migration and integration strategy
          Topic 2: Delivery and Configuration46%- Configure core FSC features
          • 1. Householding and roll-up summaries
            • 2. Financial goals and action plans
              • 3. Actionable Relationship Center
                - Reporting, dashboards, and analytics
                - Initial setup and package installation
                - Integration and data exchange
                - Automation and workflows
                • 1. Flow, Process Builder, and OmniStudio
                  Topic 3: Discovery12%- Analyze business processes and system architecture
                  - Determine compliance and regulatory considerations
                  - Identify requirements and define solution scope

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  Question 1

                  Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

                  A. Lightning Experience for Financial Services Cloud
                  B. Discovery Framework
                  C. Einstein Relationship Insights
                  D. Custom Domain


                  Question 2

                  An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
                  * The user has to enter contact and address information.
                  * The user has to enter the driver's age and the car model and year.
                  * The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
                  Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

                  A. APEX Code
                  B. OmniScripts
                  C. Integration Procedures
                  D. Business Rules Engine
                  E. FlexCards


                  Question 3

                  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. Disable the Person Account custom setting.
                  C. Assign the Person Account record type to the user profiles.
                  D. Remove Person Account record types from the Individual Record Type Mapper.
                  E. Assign the Individual record type to the user profiles.


                  Question 4

                  Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

                  A. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
                  B. Remove user's ability to create one-time events
                  C. Create an Apex trigger that will prevent the saving of multiple one-time events
                  D. Create a validation rule that will stop the user if they attempt to add multiple one-time events.


                  Question 5

                  What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

                  A. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
                  B. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
                  C. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
                  D. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
                  E. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.


                  Solutions:

                  Question 1
                  Answer: D
                  Question 2
                  Answer: B,C,D
                  Question 3
                  Answer: A,D,E
                  Question 4
                  Answer: D
                  Question 5
                  Answer: A,D

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