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Salesforce AP-208 Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Discovery	12%	- Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations
Topic 2: Define and Design	42%	- User experience and interface design - Data model, objects, and relationships 1. Person accounts, households, and relationship mapping 2. Financial accounts, holdings, and products - Security and access design 1. Compliance and data privacy controls 2. Role hierarchy, sharing rules, and field-level security - Data migration and integration strategy
Topic 3: Delivery and Configuration	46%	- Automation and workflows 1. Flow, Process Builder, and OmniStudio - Initial setup and package installation - Configure core FSC features 1. Actionable Relationship Center 2. Financial goals and action plans 3. Householding and roll-up summaries - Reporting, dashboards, and analytics - Integration and data exchange

Section

Weight

Objectives

Topic 1: Discovery

12%

- Analyze business processes and system architecture
- Identify requirements and define solution scope
- Determine compliance and regulatory considerations

Topic 2: Define and Design

42%

- User experience and interface design
- Data model, objects, and relationships

1. Person accounts, households, and relationship mapping
2. Financial accounts, holdings, and products

- Security and access design

1. Compliance and data privacy controls
2. Role hierarchy, sharing rules, and field-level security

- Data migration and integration strategy

Topic 3: Delivery and Configuration

46%

- Automation and workflows

1. Flow, Process Builder, and OmniStudio

- Initial setup and package installation
- Configure core FSC features

1. Actionable Relationship Center
2. Financial goals and action plans
3. Householding and roll-up summaries

- Reporting, dashboards, and analytics
- Integration and data exchange

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Salesforce Accredited Agentforce Financial Services Professional Sample Questions (Q72-Q77):

NEW QUESTION # 72
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. 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.
B. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
C. Each object sharing should be set up, explicitly sharing each user's record with the manager.
D. Only Custom Profiles should be configured and assigned to all users to use FSC components and field- level security. The
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