Exam Code: AP-208
Exam Name: Financial Services Cloud Accredited Professional
Certification Provider: Salesforce
Corresponding Certification: Accredited Professional
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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Data Model and Architecture18%- Financial Account and Financial Holding objects
- Individual and Household data model
- Relationship mapping between accounts and contacts
- Custom objects for financial products
Topic 2: Banking and Lending Features15%- Digital lending workflows
- Account aggregation
- Compliance and regulatory considerations
Topic 3: Analytics and Reporting12%- Financial Services Cloud reports and dashboards
- Custom reporting requirements
- Key metrics for financial advisors
Topic 4: Wealth Management Capabilities20%- Investment portfolio management
- Asset allocation tracking
- Financial goals and planning
- Performance monitoring
Topic 5: Financial Services Cloud Overview10%- Use cases for Banking, Wealth Management, and Insurance
- Core capabilities of Financial Services Cloud
- Key differentiators from standard Salesforce CRM
Topic 6: Client Management15%- Client lifecycle management
- Client profiling and segmentation
- Relationship types and hierarchy
- Household management
Topic 7: Implementation and Configuration10%- Best practices for deployment
- Setup and configuration basics
- Security model considerations

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

  • A. Use Global Action To create Referrals.
  • B. Write a trigger to create Referrals from a 'Create Referral* button.
  • C. Use
  • D. Use the Case process and create Cases with Case Type 'Referrar'.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

  • A. Usethe Action Plan item feature to add an additional task to a published Action Plan.
  • B. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
  • C. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
  • D. Create an independent Task not related to original Action Plan
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

  • A. Discovery Framework creates highly capable forms with integrations and advanced logic.
  • B. Discovery Framework forms cannot be deployed to Communities,
  • C. Discovery Framework is built based on Salesforce Flow.
  • D. FSC Discovery Framework allows archiving questions.
  • E. Discovery Framework can create both standard and hierarchical questions.
Reveal Solution  Discussion  0

Correct Answer: A,D,E  🗳️

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Which three related lists are visible within Actionable Relationship Center associated with the Account object?

  • A. Notes and Attachments
  • B. Client Financial Goals
  • C. Household Financial Accounts
  • D. Cases
  • E. Financial Holdings
Reveal Solution  Discussion  0

Correct Answer: B,C,E  🗳️

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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 Foundations permission set
  • B. FSC Extension permission set
  • C. FSC Standard permission set
  • D. FSC Basic permission set
Reveal Solution  Discussion  0

Correct Answer: A,B  🗳️

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