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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM |
| Topic 2: Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Topic 3: Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Topic 4: Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Topic 5: Client Management | 15% | - Client lifecycle management - Household management - Client profiling and segmentation - Relationship types and hierarchy |
| Topic 6: Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Individual and Household data model - Custom objects for financial products |
| Topic 7: Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Performance monitoring - Financial goals and planning |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
A. Account
B. Case
C. Opportunity
D. Assets & Liabilities
E. Financial Account
Question 2
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?
A. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
B. Spouse is not a valid Role within a Group.
C. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
D. Primary Group -two individuals cannot designate the same Household as their Primary Group.
Question 3
Which two statements are true for a Group inFinancial Services Cloud?
A. Financial Services Cloud includes a group record type for businesses
B. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
C. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
D. Financial Services Cloud includes a group record type for households
Question 4
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
A. ARC displays up to 5 related lists that have a configured compact layout.
B. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
C. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
D. The Association Type picklist controls the account-account relationship that display in the ARC.
E. ARC is certified to work with Person Accounts and Individual Accounts.
Question 5
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?
A. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
B. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.
C. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
D. In a household, each of the household members is modeled as a Person Account and the household ismodeled as an Account.
E. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
Solutions:
| Question 1 Answer: A,C,E | Question 2 Answer: C | Question 3 Answer: C,D | Question 4 Answer: A,C,D | Question 5 Answer: A,B,C |







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