Salesforce Accredited Agentforce Financial Services Professional (AP-208) Exam Questions
Are you looking to enhance your career in financial services with Salesforce technologies? Dive into the details of the Salesforce Financial Services Cloud (FSC) Accredited Professional Exam on this page. Here, you will find the official syllabus to guide your studies, engaging discussions on the exam format, and valuable sample questions to help you prepare effectively. Our focus is on providing you with the resources you need to succeed without any distractions. Whether you are aiming to become a Salesforce Financial Services Cloud expert or aspiring to advance your career in the financial services industry, this page is your gateway to reaching your goals. Let's embark on this journey together towards becoming a certified Salesforce FSC Accredited Professional.
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Salesforce Accredited Agentforce Financial Services Professional (AP-208) Exam Domains & Weightage
Salesforce Accredited Agentforce Financial Services Professional (AP-208) Exam Details (Official)
| Vendor | Salesforce |
| Exam Code | Salesforce Accredited Agentforce Financial Services Professional (AP-208) |
| Exam Name | Salesforce Accredited Agentforce Financial Services Professional |
| Certification | Accredited Professional Exams |
| Expected Questions in Actual Exam | 50 |
| Exam Duration | 75 Minutes |
Salesforce Accredited Agentforce Financial Services Professional Exam Objectives
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1
1.0 Discovery (12%)
- 1.1Given a scenario in which a customer wants a Financial Services Cloud (FSC) solution, document the business needs, value, and vision of the customer to support their desired business outcomes.
- 1.2Given a set of existing business processes and flows, understand the current state of business architecture and determine how to leverage FSC capabilities.
- 1.3Given the business needs of a customer, identify different business processes and outline encompassing system flows based on the existing environment.
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2
2.0 Define/Design (42%)
- 2.1Given a set of requirements, identify the relationships, objects, and record types needed to meet the business requirements using the FSC data model.
- 2.2Given the business processes/requirements for FSC, determine how to create the solution design utilizing the FSC industry best practices and FSC modules.
- 2.3Given the business requirements, design the future state business processes.
- 2.4Given the business requirements, architecture, and business processes, determine the appropriate organizational security and data access considerations.
- 2.5Given a customer's hierarchical structure and geographic locations, determine the need for and configure the territory management hierarchy, multi-currency, and multi-language features in FSC.
- 2.6Given a set of user stories, identify each story's product backlog priority, dependency, and size to align them to respective sprints.
- 2.7Given the customer data requirements, create a data migration strategy considering the legacy and future state system landscape to ensure accuracy and referential integrity in data loads.
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3
3.0 Delivery (46%)
- 3.1Based on the final design for a project, perform the necessary steps for the initial FSC setup.
- 3.2Based on the final design for a project, provision users and set up user interfaces and permissions.
- 3.3Given a customer's sharing and security requirements, develop the appropriate FSC sharing rules to deploy.
- 3.4Based on the final design for a project, configure the required objects and fields.
- 3.5Based on the final design for a project, configure all fields needed for integration mapping and configure any integration users.
- 3.6Based on information gathered from the user story, build reports and dashboards based on the defined Success Criteria.
- 3.7Based on the final design for a project, understand how and when to leverage Salesforce Automation tools (Flow, OmniStudio, etc.).
- 3.8Based on the final design for a project, configure Actionable Relationship Center (ARC), Householding, and Rollups.
- 3.9Based on the final design for the project, configure the Lead object, build any queues, and create assignments.
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