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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
| Delivery and Configuration | 46% | - Configure core FSC features
- Integration and data exchange - Initial setup and package installation - Automation and workflows
|
| Define and Design | 42% | - Security and access design
- Data model, objects, and relationships
|
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. Which of the following statements are correct when creating Financial Goals?
A) Users can create goals for paying down debt
B) Users require the Financial Goals permission set to works with Financial Goals
C) Users can associate a goal with a specific Financial Account.
D) Users can only create savings oriented goals.
2. Which two statements are true about Group Membership in Financial Services Cloud?
A) Group Membership is modeled using the Account-Group Relationship object.
B) Group Membership defines the role of the member within the Group.
C) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
D) With Group Membership settings you can define if a Group is the member's primaryGroup.
3. A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?
A) Person Account
B) Account Contact Relationship
C) Contact-Contact Relationship
D) Account Account Relationship
4. 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) Calculation Procedure
D) Integration Procedure
5. A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
A) Object: Account-Account Relationship; Field: Related Role
B) Object: Financial Account Role; Field: Role
C) Object: Financial Account; Field: Joint Owner
D) Object: Financial Account; Field: Primary Owner
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B,D | Question # 3 Answer: D | Question # 4 Answer: A,B | Question # 5 Answer: B |






