AP-208 Practice Braindumps, AP-208 Discount

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Delivery and Configuration46%- Integration and data exchange
- Configure core FSC features
  • 1. Financial goals and action plans
    • 2. Actionable Relationship Center
      • 3. Householding and roll-up summaries
        - Initial setup and package installation
        - Reporting, dashboards, and analytics
        - Automation and workflows
        • 1. Flow, Process Builder, and OmniStudio
          Define and Design42%- Security and access design
          • 1. Compliance and data privacy controls
            • 2. Role hierarchy, sharing rules, and field-level security
              - 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
                  Discovery12%- Identify requirements and define solution scope
                  - Determine compliance and regulatory considerations
                  - Analyze business processes and system architecture

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                  Salesforce Accredited Agentforce Financial Services Professional Sample Questions (Q98-Q103):

                  NEW QUESTION # 98
                  The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

                  Answer: C,D,E

                  Explanation:
                  Thefollowing names are Association Type picklist field values:
                  Trust, which is a value that indicates that the accounts are related through a trust relationship.
                  Family, which is a value that indicates that the accounts are related through a family relationship.
                  Peer, which is a value that indicates that the accounts are related through a peer relationship.


                  NEW QUESTION # 99
                  A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
                  What should the consultant consider from a customer onboarding perspective?