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Salesforce AP-208 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional |
| Exam Number: | AP-208 |
| Exam Duration: | 90 minutes |
| Passing Score: | 65% |
| Available Languages: | English |
| Real Exam Qty: | 55-60 |
| Certificate Validity Period: | 2 years |
| Exam Format: | Multiple-select, Multiple-choice |
| Exam Price: | $200 USD |
| Related Certifications: | Salesforce Consultant Salesforce Administrator |
| Recommended Training: | Partner Learning Camp Trailhead - Financial Services Cloud |
| Exam Registration: | WebAssessor |
| Sample Questions: | Salesforce AP-208 Sample Questions |
| Exam Way: | Online proctored or onsite at Kryterion test centers |
| Pre Condition: | No mandatory prerequisites; recommended: Salesforce Administrator knowledge, Financial Services Cloud Specialist Superbadge |
| Official Syllabus URL: | https://trailhead.salesforce.com/credentials/financialservicescloud |
Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
| Topic 2: Define and Design | 42% | - Data model, objects, and relationships
- Security and access design
|
| Topic 3: Delivery and Configuration | 46% | - Integration and data exchange - Configure core FSC features
- Reporting, dashboards, and analytics |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
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. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
B. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
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. 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
E. 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
Question 2
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?
A. Life Events Component
B. Group Members Component
C. Family Members Component
D. Relationship Map
E. Actionable Relationship Center
Question 3
A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?
A. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
B. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
C. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
D. Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.
Question 4
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
A. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
B. The Flow users require a Flow Permission Set License.
C. Flow for Financial Service Cloud is not available for the Individual Object Model.
D. Use Field Level Security on Milestones
Question 5
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?
A. to the household with the client's primary address
B. to the Household where the client is the primary member
C. to the household selected by the advisor for record rollups.
D. to all the parent households and groups
Solutions:
| Question 1 Answer: A,B,E | Question 2 Answer: B,D,E | Question 3 Answer: D | Question 4 Answer: C,D | Question 5 Answer: C |
By Ira
