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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Configure core FSC features
- Automation and workflows
- Reporting, dashboards, and analytics |
| Topic 2: Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
| Topic 3: Define and Design | 42% | - Data migration and integration strategy - User experience and interface design - Data model, objects, and relationships
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
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 Basic permission set
- B. Financial Services Cloud Extension permission set
- C. Financial Services Cloud Foundations permission set
- D. Financial Services Cloud Standard permission set
Correct Answer: B,C 🗳️
Explanation: Only visible for Pass4Leader members. You can sign-up / login (it's free).
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: Joint Owner
- B. Object: Financial Account; Field: Primary Owner
- C. Object: Account-Account Relationship; Field: Related Role
- D. Object: Financial Account Role; Field: Role
Correct Answer: D 🗳️
Explanation: Only visible for Pass4Leader members. You can sign-up / login (it's free).
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?
- A. OmniStudio Integration Procedures
- B. Industry Integration Solutions with the MuleSoft Anypoint Platform
- C. OmniStudio DataRaptors
- D. Data Consumption Framework
- E. Data Processing Engine
Correct Answer: A,B,C 🗳️
Explanation: Only visible for Pass4Leader members. You can sign-up / login (it's free).
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
- A. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
- B. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
- C. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
- D. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
Correct Answer: A 🗳️
Explanation: Only visible for Pass4Leader members. You can sign-up / login (it's free).
A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?
- A. Salesforce is yet to roll out Chatter for the Action Plan object.
- B. Feed tracking has to be enabled for the Action Plan object.
- C. Admin user has to be assigned the Action Plans permission set.
- D. Chatter has to be enabled for Action Plans via Chatter settings in setup.
Correct Answer: B 🗳️
Explanation: Only visible for Pass4Leader members. You can sign-up / login (it's free).
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