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Salesforce AP-208 Exam Syllabus Topics:

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

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  1. Which three things must an admin keep in mind when creating Action Plan Templates'5

                  A) When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
                  B) When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
                  C) An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
                  D) When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
                  E) The Action Plan Template permission set must be added to all users that wantto use Action Plans.


                  2. 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) Data Processing Engine
                  B) OmniStudio Integration Procedures
                  C) Industry Integration Solutions with the MuleSoft Anypoint Platform
                  D) OmniStudio DataRaptors
                  E) Data Consumption Framework


                  3. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

                  A) Org ID
                  B) External ID
                  C) Data Load ID
                  D) User ID


                  4. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
                  Which two items should be configured?

                  A) A Lightning web component to restrict data from users
                  B) An integration User and Integration Profile to enable the connection
                  C) Objects and fields to store the data
                  D) A flow to get the data into Salesforce


                  5. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
                  Which three value outcomes should the company's stakeholders expect?

                  A) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
                  B) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
                  C) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
                  D) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
                  E) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e


                  Solutions:

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

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