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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - User experience and interface design - Data migration and integration strategy - Security and access design
|
| Topic 2: Delivery and Configuration | 46% | - Configure core FSC features
- Initial setup and package installation - Automation and workflows
|
| Topic 3: Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
>> New AP-208 Practice Questions <<
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NEW QUESTION # 110
A bank recently sold its wealth management division and wants to improve its customers ' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank ' s chief financial officer (CFO) and investment committee?
Answer: A,C
Explanation:
For a retail-banking transformation, cross-line-of-business collaboration and modernized relationship management are direct strategic outcomes of Agentforce Financial Services. Salesforce positions its banking platform around unified customer information, referrals across lines of business, personalized engagement, and deeper customer relationships.
Referral capabilities allow teams to identify a customer ' s financial need and route the opportunity to the appropriate specialist elsewhere in the institution. This breaks down organizational silos and enables the bank to deepen relationships and increase wallet share. Agentforce Financial Services also modernizes banker and advisor engagement by bringing customer relationships, financial information, interactions, goals, and opportunities into a unified operating environment. This enables more personalized and trusted long-term engagement.
The policyholder and underwriting option is insurance-specific and does not fit the banking scenario. Client onboarding is a supported Financial Services capability and can be a valid ROI outcome, The verified outcomes represented in the available question content are therefore improved collaboration through leads and referrals and modernization of client-advisor relationship management.
NEW QUESTION # 111
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
Answer: B
Explanation:
Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
NEW QUESTION # 112
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?
Answer: D
Explanation:
To set up the new record types for Person Accounts, the administrator should configure Individual Record Type Mapper custommetadata. The Individual Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record type. To configure Individual RecordType Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Records and create a new record for each Person Account record type and its matching Individual record type. Verified References: : Salesforce Help Article [8] : Salesforce Help Article [9]
NEW QUESTION # 113
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
Answer: B
Explanation:
To add new values for howa customer can be related to a financial account, the administrator should add new values on the Role field of the Financial Account Role object. The Financial Account Role object is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. The Role field is a picklist field that specifies the role of the contact or individual for the financial account, such as owner, beneficiary, trustee, or custodian. By adding new values on the Role field of the Financial Account Role object, the administrator can create new categories of financial account relationships for customers.
NEW QUESTION # 114
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a FlexCard for weather conditions in the console to ensure the agents can access the information. The FlexCard needs to provide fields extracted from a weather API and an account field from Salesforce. Which method should the consultant use, according to best practices?
Answer: C
Explanation:
An Integration Procedure is the preferred solution because the FlexCard must combine data from Salesforce and an external REST API. OmniStudio Integration Procedures are server-side, declarative processes capable of reading Salesforce data, making external REST calls, transforming results, and returning a consolidated response to a FlexCard.
A typical architecture is for an Integration Procedure to use a Data Mapper to retrieve a relevant Account value, such as a ZIP code, and then make a REST call to an external weather service for the current or historical conditions associated with that location.
Salesforce recommends Integration Procedures as FlexCard data sources when several actions or data sources must be combined because multiple operations can execute in a single server call. This improves flexibility, performance, and maintainability compared with moving orchestration logic to the client.
A DataRaptor or Data Mapper Extract alone is appropriate for Salesforce data but does not by itself orchestrate the Salesforce extraction with the external weather service. Custom Apex could perform the work but introduces unnecessary code where OmniStudio provides the required declarative capability. Streaming API addresses event or data streaming rather than this synchronous aggregation requirement.
NEW QUESTION # 115
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