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Salesforce AP-208 Exam Syllabus Topics:

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

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Salesforce Accredited Agentforce Financial Services Professional Sample Questions (Q40-Q45):

NEW QUESTION # 40
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
B. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
C. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
D. Use the Financial Deal object to captu
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