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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Topic 2: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 3: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 4: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 5: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A wealth management firm is looking to start tracking its clients ' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?
- A. Topics
- B. Alerts
- C. Interest Tags
- D. Engagement Topics
Correct Answer: C 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
A system administrator at a financial services company wants to build a report to show Interest Tags. Which two things should the administrator consider when configuring the report?
- A. When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
- B. The user must build a report using the Topics object to view Interest Tags in the report.
- C. When the user defines the custom report type, Topics should be selected as the Primary Object.
- D. To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
Correct Answer: A,B 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency). Which solution should a consultant recommend to meet these requirements?
- A. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
- B. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
- C. Use a third party from AppExchange add-on to implement currency conversions.
- D. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
Correct Answer: A 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
Which three permission sets grant access or extend permissions for record alerts in Agentforce Financial Services?
- A. Financial Services Cloud Foundations permission set
- B. Financial Services Cloud Basic permission set
- C. OmniStudio Admin permission set
- D. Financial Services Cloud Standard permission set
- E. OmniStudio User permission set
Correct Answer: A,D,E 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
An Agentforce Financial Services administrator wants to create a new Financial Services 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. Financial Services Cloud Foundations permission set
- B. Financial Services Cloud Basic permission set
- C. Financial Services Cloud Standard permission set
- D. Financial Services Cloud Extension permission set
Correct Answer: A,D 🗳️
Explanation: Only visible for ActualCollection members. You can sign-up / login (it's free).
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