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Salesforce AP-208 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional Exam |
| Exam Number: | AP-208 |
| Exam Format: | Multiple select, Multiple choice |
| Related Certifications: | Salesforce Administrator Salesforce Certified Financial Services Cloud Consultant |
| Available Languages: | English |
| Sample Questions: | Salesforce AP-208 Sample Questions |
| Exam Way: | Online proctored or test center delivery via Kryterion Webassessor |
| Pre Condition: | No formal prerequisite required. Familiarity with Salesforce platform and Financial Services Cloud concepts is recommended. |
Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
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. FlexCards
B. OmniScripts
C. APEX Code
D. Integration Procedures
E. Business Rules Engine
Question 2
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
A. Go to Custom Settings and edit the Industries Settings
B. Open a case withSalesforce Support
C. Register a subdomam using the My Domain wizard and then deploy it
D. Enable Communities
Question 3
A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?
A. Account
B. Account Contact\Relationship
C. Contact-Contact Relationship
D. Account Account Relationship
Question 4
Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
A. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
B. Franchise users canhave multiple roles in the hierarchy.
C. Salesforce FSC only allows 1,024 public groups.
D. The administrator can define up to 300 total sharing rules for each object.
Question 5
A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?
A. Implement Consent Management for Financial Services Cloud.
B. Enable and implement the iate Regulation checkbox on the client record to track their request.
C. Integrate the Consent object with their Consent Platform to track it in Salesforce.
D. Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
Solutions:
| Question 1 Answer: B,D,E | Question 2 Answer: C | Question 3 Answer: D | Question 4 Answer: D | Question 5 Answer: A |
By Isidore
