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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Topic 2: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Topic 3: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 4: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 5: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?
A. Create and manage membership of specified public groups.
B. Unlock users.
C. Modify permission sets.
D. Assign or remove permission sets for users in their delegated groups.
E. Set organization-wide sharing defaults on custom objects.
Question 2
The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?
A. 1. Financial accounts2. Accounts and contacts3, Account groups
B. 1. Accounts and contacts2. Financial accounts3. Account groups and households
C. 1. Households2.Financial accounts3. Person accounts
D. 1. Accounts and contacts2. Households3. Financial accounts
Question 3
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
A. Create a formula field and add it to the Account page layout
B. Add a custom Rollup By Lookup (RBL) rule.
C. Financial Goalscan not be summarized at the household level.
D. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
Question 4
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
A. All opportunity participant records are delete
B. The share table records are deleted.
C. Sharetable records need to be manually deleted.
D. The opportunity participant records are not deleted.
Question 5
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. User ID
C. Data Load ID
D. External ID
Solutions:
| Question 1 Answer: A,B,D | Question 2 Answer: B | Question 3 Answer: D | Question 4 Answer: B,D | Question 5 Answer: D |







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