Exam Name: Salesforce Accredited Agentforce Financial Services Professional
Certification Provider: Salesforce
Corresponding Certification: Accredited Professional
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Instant Download Salesforce : AP-208
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Integration and data exchange - Configure core FSC features
- Reporting, dashboards, and analytics - Automation and workflows
|
| Topic 2: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Topic 3: Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy - Security and access design
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
An insurance company aims to improve a call center ' s productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
- A. Install an Insurance Data AppExchange package.
- B. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
- C. Utilize Insurance Flow Templates.
- D. Create an Action Plan Template for capturing beneficiary data and payment information.
Correct Answer: C 🗳️
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A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Agentforce Financial Services to meet these requirements?
- A. Create Account sharing rules based on criteria.
- B. Create a Financial Account sharing rule based on criteria.
- C. Create a Financial Account sharing rule based on record owner.
- D. Create an Account sharing rule based on record owner.
Correct Answer: B 🗳️
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The system administrator hears at a retail consumer bank just received close migration instructions and guidance on Data Loader from their Salesforce outcheck 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 data migration?
- A. 1. Accounts are contacts 2. Financial accounts 3. Account groups and households
- B. 1. Financial accounts 2. Accounts and contacts 3. Account groups
- C. 1. Accounts and contacts 2. Households 3. Financial accounts
- D. 1. Households 2. Financial accounts 3. Person accounts
Correct Answer: C 🗳️
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What are two language-related limitations of Agentforce Financial Services?
- A. Referral record type labels are supported only in English.
- B. Flows are available only in English.
- C. Predefined reciprocal roles are available only in English.
- D. Custom component labels are supported only in English.
Correct Answer: B,C 🗳️
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A wealth management division manages the financial assets of many wealthy clients. Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?
- A. Create a new type of person account so trust group details roll down to the beneficiaries level.
- B. Assign the Custom Field Set to a Lightning component.
- C. Assign the Custom Field Set to the Financial Summary component.
- D. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
Correct Answer: B,C,D 🗳️
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