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Salesforce AP-208 Exam Syllabus Topics:

Section

Weight

Objectives

Define and Design

42%

- Security and access design

1. Role hierarchy, sharing rules, and field-level security
2. Compliance and data privacy controls

- Data migration and integration strategy
- User experience and interface design
- Data model, objects, and relationships

1. Financial accounts, holdings, and products
2. Person accounts, households, and relationship mapping

Delivery and Configuration

46%

- Configure core FSC features

1. Actionable Relationship Center
2. Householding and roll-up summaries
3. Financial goals and action plans

- Automation and workflows

1. Flow, Process Builder, and OmniStudio

- Reporting, dashboards, and analytics
- Initial setup and package installation
- Integration and data exchange

Discovery

12%

- Identify requirements and define solution scope
- Analyze business processes and system architecture
- Determine compliance and regulatory considerations

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #1

A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can ' t find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A. The user should be using the Edit Group button to access reciprocal roles.
B. The user should be using the Member Relationship button under Actionable Relationship Center.
C. Reciprocal roles have not been created in the org.
D. Sharing rules have not been set up for reciprocal roles.

Reveal Solution Discussion 0

Correct Answer: C,D 🗳️