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Salesforce AP-208 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional Exam |
| Exam Number: | AP-208 |
| Related Certifications: | Salesforce Administrator Salesforce Certified Financial Services Cloud Consultant |
| Available Languages: | English |
| Exam Format: | Multiple select, Multiple choice |
| Sample Questions: | Salesforce AP-208 Sample Questions |
| Exam Way: | Online proctored or test center delivery via Kryterion Webassessor |
| Pre Condition: | No formal prerequisite required. Familiarity with Salesforce platform and Financial Services Cloud concepts is recommended. |
Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
A. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
B. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
C. The Salesforce Admin can manage sensitive Life Events using Permission Sets.
D. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
Question 2
Which three standard fields are available to track a customer's retirement gial progress?
A. Total Value
B. Contributions
C. Target Date
D. Target value
E. Actual value
Question 3
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?
A. Interaction Summary
B. Notes
C. Engagement Interaction
D. Events
Question 4
Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
A. Object Settings
B. Profiles
C. Custom Settings
D. Lightning Page Editor
Question 5
A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
A. The Residential Loan Application flow was not enabled in the setup.
B. The administrator did not enable "Allow Mortgage Access" in Setup.
C. The user does not have "Mortgage User" checked in their user record.
D. The administrator did not assign the Mortgage permission set to the user.
Solutions:
| Question 1 Answer: A | Question 2 Answer: C,D,E | Question 3 Answer: A | Question 4 Answer: C | Question 5 Answer: D |
By Marshall
