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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. How should developers configure customized nodes for display in ARC?
A) Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph
B) Select Use FlexCard from the node Display tab to show the node in a FlexCard
C) Reference the FlexCard in the Display properties of the custom ARC relationship graph
D) Select Use LWC from the node Display tab to show the node in a Lightning Web Component
2. The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
A) Remove Person Account record types from the Individual Record Type Mapper.
B) Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
C) Disable the Person Account custom setting.
D) Assign the Person Account record type to the user profiles.
E) Assign the Individual record type to the user profiles.
3. What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
A) Referrals Rollups
B) Group Member Referrals
C) ReferralGroup Process Builder
D) Referral Scoring
4. 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) Modify permission sets.
C) Unlock users.
D) Assign or remove permission sets for users in their delegated groups.
E) Set organization-wide sharing defaults on custom objects.
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) Data Load ID
C) User ID
D) External ID
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A,B,E | Question # 3 Answer: A | Question # 4 Answer: A,C,D | Question # 5 Answer: D |




