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AP-208 PDF Practice Q&A's
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Topic 2: Define and Design | 42% | - Security and access design
- Data model, objects, and relationships
|
| Topic 3: Delivery and Configuration | 46% | - Integration and data exchange - Configure core FSC features
- Initial setup and package installation |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
- A. DataRaptor
- B. Integration Procedure
- C. Document Generation
- D. OmniStudio Action
- E. Calculation Procedure
Correct Answer: A,C 🗳️
Explanation: Only visible for PrepAwayExam members. You can sign-up / login (it's free).
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver ' s age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client ' s record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
- A. FlexCards
- B. Business Rules Engine
- C. OmniScripts
- D. Integration Procedures
- E. APEX Code
Correct Answer: B,C,D 🗳️
Explanation: Only visible for PrepAwayExam members. You can sign-up / login (it's free).
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
- A. Configure Financial Account record types to match the required categories.
- B. Add the Financial Account List component to the Account Lightning record page.
- C. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
- D. Configure the Financial Account List components for each required category.
- E. Create a custom picklist on the Financial Account object to track the Type.
Correct Answer: A,B,D 🗳️
Explanation: Only visible for PrepAwayExam members. You can sign-up / login (it's free).
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?
- A. Enable " Use Person Account " custom setting.
- B. Create custom fields on the Person Account object.
- C. Configure " Individual Record Type Mapper " custom metadata.
- D. Create a record type on the Contact object.
Correct Answer: C 🗳️
Explanation: Only visible for PrepAwayExam members. You can sign-up / login (it's free).
What should a Financial Advisor use to model the relationship between a business contact and a client that is modelled as a person account? Contact-Contact Relationship and the Reciprocal Role What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
- A. Account-Account Relationship
- B. Account-Contact Relationship and the Reciprocal Role
- C. Reciprocal Role
- D. Contact-Contact Relationship and the Reciprocal Rote
Correct Answer: D 🗳️
Explanation: Only visible for PrepAwayExam members. You can sign-up / login (it's free).
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