Salesforce Accredited Professional AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #1
The system administrator hears at a retail consumer bank just received close migration instructions and guidance on Data Loader from their Salesforce outcheck to upgrade the existing Service Cloud.org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?

A. 1. Accounts are contacts 2. Financial accounts 3. Account groups and households
B. 1. Accounts and contacts 2. Households 3. Financial accounts
C. 1. Financial accounts 2. Accounts and contacts 3. Account groups
D. 1. Households 2. Financial accounts 3. Person accounts

Question #2
A financial services company needs to transform the individual data model to person accounts in Agentforce Financial Services, and its consulting partner is helping decide the sequence of the user stories in the design phase. What should the implementation team do as the top priority during planning?

A. Configure Person Account record types.
B. Perform a data backup.
C. Enable person account in a sandbox.
D. Enable person accounts in FS.

Question #3
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?

A. Ensure all individual account records to be converted are only linked to exactly one contact record.
B. Ensure each individual account to be converted is not a parent account of any other account records.
C. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.
D. Test out the conversion in a sandbox, including all integrations and customizations.
E. Ensure each account.phone field in the individual account record is blank.

Question #4
During the design phase of a project, a consultant needs to provide a financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the embedding process. What are these things to consider regarding Discovery Framework?

A. Discovery Framework can create both standard and hierarchical questions.
B. Discovery Framework is built based on Salesforce Flow.
C. FSC Discovery Framework allows archiving questions.
D. Discovery Framework creates highly capable forms with integrations and advanced logic.
E. Discovery Framework forms cannot be deployed to Communications.

Question #5
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

A. In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.
B. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
C. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
D. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
E. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can ' t be disabled for the Opportunity object.

Solutions: