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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Topic 2: Data Model and Architecture | 18% | - Financial Account and Financial Holding objects - Individual and Household data model - Relationship mapping between accounts and contacts - Custom objects for financial products |
| Topic 3: Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Topic 4: Client Management | 15% | - Household management - Client lifecycle management - Client profiling and segmentation - Relationship types and hierarchy |
| Topic 5: Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM |
| Topic 6: Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Financial goals and planning - Performance monitoring |
| Topic 7: Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
A) Map additional owners using the Financial Account Role.
B) Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
C) Create lookup fields on the Financial Account object to support additional owners
D) Map additional owners using theActionable Relationship Center.
2. Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?
A) Financial Holding
B) Financial Goal
C) Revenue
D) Inheritance
E) Billing
3. Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?
A) Use Process Builder to create a workflow to summarize data at the Person Account level.
B) Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
C) Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
D) Create a custom obiect to track client's financial data
4. Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?
A) The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.
B) To share a Person Account record the admin will need to create sharing rules Account and Contact objects
C) Person Accounts can be merged with Business Accounts in Financial Services Cloud
D) The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
E) The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
5. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
A) Skip Non-Work Days For Tasks
B) Skip Non-Work Days for Action Plans
C) Skip Non-Work Days for Deadlines
D) Sync with Company Calendar
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A,B,C | Question # 3 Answer: B | Question # 4 Answer: D,E | Question # 5 Answer: C |








