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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Data migration and integration strategy - Data model, objects, and relationships
|
| Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
| Delivery and Configuration | 46% | - Integration and data exchange - Automation and workflows
- Initial setup and package installation - Configure core FSC features
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
- A. Object: Financial Account; Field: Primary Owner
- B. Object: Financial Account; Field: Joint Owner
- C. Object: Account-Account Relationship; Field: Related Role
- D. Object: Financial Account Role; Field: Role
Correct Answer: D 🗳️
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A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank. Which two features should a consultant leverage to design this business process?
- A. OmniStudio
- B. Process Builder
- C. Discovery Framework
- D. Screen Flows
Correct Answer: A,D 🗳️
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A retail bank is using Agentforce Financial Services to support its operations. The bank has received complaints that its clients ' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is. Which solution should a consultant suggest the client explore?
- A. The Send Documents flow for Retail Banking
- B. Process Builder to create automated document requests for missing items
- C. An APEX solution to leverage the SendMail capabilities of Salesforce
- D. A Marketing Cloud integration to manage client communications
Correct Answer: A 🗳️
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A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers ' lives. What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
- A. Unique event types
- B. Once-in-a-Lifetime event types
- C. Special event types
- D. Single event types
Correct Answer: A 🗳️
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A private equity company with only one administrator wants to upgrade Agentforce Financial Services from an Agentforce Sales Unlimited Edition (UE) org. The company decided to install Agentforce Financial Services greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?
- A. After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons
/analysis. - B. The administrator can ask the business manager on the investment bank team to review the file directly.
- C. To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.
- D. As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Agentforce Sales UE org.
Correct Answer: A 🗳️
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