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Salesforce AP-208 Exam Syllabus Topics:

SectionObjectives
Topic 1: Client and Customer Management- Relationship Groups and role modeling
- Client lifecycle management processes
Topic 2: Financial Services Processes- Wealth and insurance workflows
- Sales and service process automation
Topic 3: Financial Services Cloud Fundamentals- Industry use cases in banking and insurance
- Core concepts and value proposition of Financial Services Cloud
Topic 4: Security, Reporting, and Integration- Reporting and dashboards in Financial Services Cloud
- Integration with Salesforce ecosystem tools
- Data security and sharing models
Topic 5: Data Model and Architecture- Accounts, Contacts, Households, and Relationships
- Financial accounts and household structures

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Salesforce Accredited Agentforce Financial Services Professional Sample Questions (Q102-Q107):

NEW QUESTION # 102
What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

Answer: D

Explanation:
To create a new Business Milestone Type, you need to add a new picklist value on the Milestone Type field of the Business Milestone object. This field is used to categorize the different types of business milestones that can be tracked for a client. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 57.


NEW QUESTION # 103
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

Answer: B

Explanation:
If a client is associated with more than one Household or Group, their records will get rolled up to the household selected by the advisor for record rollups. A Household or Group is a construct in Financial Services Cloud thatallows you to group related accounts together and view their aggregated financial data and activities. A client can belong to multiple Households or Groups, but only one of them can be selected as their primary Group for record rollups. The primary Groupdetermines which Household or Group will display the client's records in its summary components or related lists. The advisor can select or change the primary Group for a client using the Primary Group field on the client's record page. Verified References: : Salesforce Help Article 6


NEW QUESTION # 104
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

Answer: D

Explanation:
The Admin can change the color of important life events to red by using custom CSS in aLightning App Builder theme layout component. This way, the agents can quickly scan the Life Events component and find the information they need without much effort. The color red can draw attention and indicate urgency or importance for certain life events.


NEW QUESTION # 105
A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?

Answer: B

Explanation:
To configure a custom field for reporting when relating two business accounts to each other, the administrator should configure the custom field on the Account-Account Relationship object. The Account-Account Relationship object is acustom object in Financial Services Cloud that allows you to create and manage relationships between two accounts, such as Household Member, Business Owner, Trustee, or Friend. You can use the Account-Account Relationship object to store additional information about the relationship between two accounts, such as role, start date, end date, or status. You can also use the Account-Account Relationship object to report on the account-account relationships and analyze their impact on your business.
Verified References: : Salesforce Help Article [4] : Salesforce Help Article [5]


NEW QUESTION # 106
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?

Answer: B,C,D

Explanation:
Reference: View Preconfigured ARCGraphs (Original ARC) - Salesforce
Explanation: The Actionable Relationship Center (ARC) is a feature of FSC that allows users to view their customers' relationships in an easy-to-navigate graph. ARC helps users understand relationships between people, groups, accounts, contacts, opportunities, deals, and other records. ARC also allows users to view and manage related lists for each node in the graph.Related lists are collections of records that are related to another record by a lookup or master-detail relationship.
The related lists that are visible within ARC depend on the node type and configuration. For example, for an Account node with Householdrecord type, some of the related lists that are visible are:
Household Financial Accounts: This related list shows all the financial accounts that are related to the household members by either ownership or beneficiary relationships.
Cases: This related list shows all the cases that are related to the household account or its members.
Client Financial Goals: This related list shows all the financial goals that are related to the household account or its members.
Other related lists that can be visible fordifferent node types include:
Contacts
Opportunities
Financial Deals
Interaction Summaries
Action Plans
Notes
Attachments


NEW QUESTION # 107
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