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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Data Model and Architecture | 18% | - Financial Account and Financial Holding objects - Individual and Household data model - Custom objects for financial products - Relationship mapping between accounts and contacts |
| Implementation and Configuration | 10% | - Setup and configuration basics - Security model considerations - Best practices for deployment |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Client Management | 15% | - Relationship types and hierarchy - Client profiling and segmentation - Client lifecycle management - Household management |
| Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Wealth Management Capabilities | 20% | - Performance monitoring - Asset allocation tracking - Financial goals and planning - Investment portfolio management |
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?
A) User ID
B) Data Load ID
C) External ID
D) Org ID
2. Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?
A) APEX classes
B) Data Raptor Extract
C) Streaming API
D) Integration Procedure
3. To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?
A) The Commercial Banking dashboard
B) Predefined list views of clients and households
C) Field sets that configure how fields display in the client and household profiles
D) Custom objects to track Financial Accounts and Household
4. 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 selected by the advisor for record rollups.
B) to the household with the client's primary address
C) to the Household where the client is the primary member
D) to all the parent households and groups
5. Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
A) Financial Holdings
B) Client Financial Goals
C) Notes and Attachments
D) Cases
E) HouseholdFinancial Accounts
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: D | Question # 3 Answer: A,C | Question # 4 Answer: A | Question # 5 Answer: B,D,E |


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