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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
| Topic 2: Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy - Security and access design
|
| Topic 3: Delivery and Configuration | 46% | - Automation and workflows
- Integration and data exchange - Reporting, dashboards, and analytics |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?
- A. Create a visual flow diagram.
- B. Document the business process flows.
- C. Understand the journey for the multiple personas involved in the process.
- D. Design the solution using Agentforce Financial Services components.
- E. Determine the best e-signature solution to use.
Correct Answer: A,B,C 🗳️
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One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects. Which two considerations should the administrator include when configuring the report?
- A. The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
- B. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
- C. Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
- D. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
Correct Answer: A,C 🗳️
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Which two steps should an administrator take to ensure that all users can see person accounts but only specific users can view financial accounts?
- A. Edit the Lightning page assigned to the Financial Advisor Profile and remove the Financial Accounts tab.
- B. Change organization-wide defaults (OWD) sharing on the Person Accounts object to Public Read Only.
- C. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Public Read Only.
- D. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Private.
Correct Answer: B,D 🗳️
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Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Agentforce Financial Services objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports ' records. Which three security settings must be set up in Salesforce to meet these requirements?
- A. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
- B. Custom permission sets and out-of-the-box Agentforce Financial Services permission sets should be configured or updated and assigned to all users for the use of Agentforce Financial Services components and field-level security.
- C. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
- D. Each object sharing should be set up, explicitly sharing each user ' s record with the manager.
- E. Only Custom Profiles should be configured and assigned to all users to use Agentforce Financial Services components and field-level security. The administrator should configure custom profiles and assign them to all users.
Correct Answer: A,B,C 🗳️
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s. A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally. What are the two expectations from implementing multi language features in FSC?
- A. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
- B. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
- C. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese.
- D. In Tokyo branches, the names of the Account, Prospect and Contact are in Japanese, but the package Advisor, Personal Banker, Relationship Manager, and Client Associate profiles are in English.
Correct Answer: A,C 🗳️
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