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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Client Management | 15% | - Relationship types and hierarchy - Client profiling and segmentation - Household management - Client lifecycle management |
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Custom objects for financial products - Individual and Household data model - Financial Account and Financial Holding objects |
| Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Financial goals and planning - Performance monitoring |
| Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
A. DataRaptor
B. OmniStudio Action Document Generation
C. Integration Procedure
D. Calculation Procedure
Question 2
A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?
A. Process Builder to create automatl&Socument requests for missing items
B. An APEX solution to leverage the SendMail capabilities of Salesforce
C. A Marketing Cloud integration to manage client communications
D. The Send Documents flow for Retail Banking
Question 3
Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?
A. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
B. A Mortgage Application' custom object to hold thecollected client data
C. Data Import Wizard to upload the data collected in spreadsheets
D. Flow Builder to automate these business processes
Question 4
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?
A. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
B. A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide
C. Word document telling the story of the process from the user's perspective
D. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
Question 5
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
A. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
B. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.
C. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
D. To use a Flow, a user must have access to the underlying object and its field
Solutions:
| Question 1 Answer: A,B | Question 2 Answer: D | Question 3 Answer: A,D | Question 4 Answer: D | Question 5 Answer: B |



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