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Salesforce AP-208 Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Analytics and Reporting	12%	- Custom reporting requirements - Key metrics for financial advisors - Financial Services Cloud reports and dashboards
Topic 2: Implementation and Configuration	10%	- Setup and configuration basics - Security model considerations - Best practices for deployment
Topic 3: Wealth Management Capabilities	20%	- Investment portfolio management - Asset allocation tracking - Financial goals and planning - Performance monitoring
Topic 4: Financial Services Cloud Overview	10%	- Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud
Topic 5: Banking and Lending Features	15%	- Digital lending workflows - Account aggregation - Compliance and regulatory considerations
Topic 6: Data Model and Architecture	18%	- Relationship mapping between accounts and contacts - Custom objects for financial products - Individual and Household data model - Financial Account and Financial Holding objects
Topic 7: Client Management	15%	- Relationship types and hierarchy - Client lifecycle management - Household management - Client profiling and segmentation

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Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q21-Q26):

NEW QUESTION # 21
It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A. An integration User and Integration Profile to enable the connection
B. A flow to get the data into Salesforce
C. Objects and fields to store the data
D. A Lightning web component to restrict data from users

Answer: A,C

Explanation:
To integrate with an external system, Salesforce needs to have objects and fields that can store the data that will be sent from the external system via an API. These objects and fields should match the data structure and format of the external system as much as possible. Additionally, Salesforce needs to have an integration user and anintegration profile that can enable the connection between Salesforce and the external system. The integration user is a dedicateduser account that has access to the API and can perform data operations on behalf of other users. The integration profile is a custom profile that defines the permissions and settings for the integration user.

NEW QUESTION # 22
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

A. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
B. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
C. Custom permission sets and out-of-the-boxFSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.
D. Each object sharing should be set up, explicitly sharing each user's record with the manager.
E. Only Custom Profiles should be configured and assigned to all users to use FSC components and field- level security. The
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