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It is similar to the AP-208 desktop-based software, with all the elements of the desktop practice exam. This mock exam can be accessed from any browser and does not require installation. The Salesforce Accredited Agentforce Financial Services Professional (AP-208) questions in the mock test are the same as those in the real exam. And candidates will be able to take the web-based Salesforce Accredited Agentforce Financial Services Professional (AP-208) practice test immediately through any operating system and browsers.
| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| Wealth Management Capabilities | 20% | - Performance monitoring - Investment portfolio management - Financial goals and planning - Asset allocation tracking |
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Data Model and Architecture | 18% | - Individual and Household data model - Custom objects for financial products - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects |
| Client Management | 15% | - Household management - Client lifecycle management - Client profiling and segmentation - Relationship types and hierarchy |
| Banking and Lending Features | 15% | - Compliance and regulatory considerations - Account aggregation - Digital lending workflows |
| Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
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NEW QUESTION # 79
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
Answer: B,C
Explanation:
The following considerations should be reviewed before implementing Flow for customer onboarding:
Use FieldLevel Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified References: 2
NEW QUESTION # 80
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?
Answer: C,D
NEW QUESTION # 81
Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?
Answer: C
Explanation:
Reference: OmniScript Basics - Salesforce
Explanation: To use the OmniScript metadata type, the administrator should enable acustom domain in the Salesforce org. A custom domain is a unique URL that replaces the standard Salesforce domain (such as
https://yourcompany.my.salesforce.com) with a branded domain (such as https://yourcompany.force.com). A custom domain allows users to access OmniScripts and other Vlocity features from a web browser or a mobile app. A custom domain also provides enhanced security and performance for the org.
To enable a custom domain, the administrator needs to do the following steps:
From Setup, in the Quick Find box, enter My Domain, then select My Domain.
Enter a subdomain name and check its availability.
Click Register Domain.
After receiving an email confirmation that the domain is ready, click Deploy to Users.
NEW QUESTION # 82
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?
Answer: C
Explanation:
The Financial Services Cloud capability that provides the ability to accommodate the request of sharing specific records with certain users who are not typically engaged in that account is Compliant Data Sharing.
Compliant Data Sharing is a feature that allows users to share records withother users based on criteria such as record type or field value. Users can create sharing rules for objects such as account, contact, individual, financial account role, opportunity participant role, or case team role. By using Compliant Data Sharing, the financial institution can share records with legal and compliance members who must be engaged for particular deals based on a field value that indicates the deal type.
NEW QUESTION # 83
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
Answer: B,E
Explanation:
Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4
NEW QUESTION # 84
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