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Salesforce AP-208 Exam Syllabus Topics:

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

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  1. A bank recently sold its wealth management division and wants to improve its customers' digital experience.
                  The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
                  Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?

                  A) Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
                  B) Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
                  C) Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
                  D) Manage policy holder's interactions with customer service agents intelligently through the underwriting process.
                  E) Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.


                  2. Which two statements are true about Group Membership in Financial Services Cloud?

                  A) Group Membership is modeled using the Account-Group Relationship object.
                  B) With Group Membership settings you can define if a Group is the member's primaryGroup.
                  C) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
                  D) Group Membership defines the role of the member within the Group.


                  3. A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
                  Which two permission sets should be cloned to create this new permission set and give access to interest tags?

                  A) FSC Basic permission set
                  B) FSC Standard permission set
                  C) FSC Foundations permission set
                  D) FSC Extension permission set


                  4. Which three referral metrics aretracked with custom components included in Financial Services Cloud?

                  A) Referrals Assigned to me
                  B) My Top Referrers
                  C) My Approved Referrals
                  D) Expressed interests
                  E) Web to Lead Referrals


                  5. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

                  A) Assigning a Referral
                  B) Referral Automated Approvals
                  C) Round Robin Referral Routing
                  D) Referral Conversion
                  E) Accepting a Referral


                  Solutions:

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

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