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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
| Delivery and Configuration | 46% | - Automation and workflows
- Reporting, dashboards, and analytics - Initial setup and package installation - Configure core FSC features
|
| Define and Design | 42% | - Data migration and integration strategy - User experience and interface design - Security and access design
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A wealth management firm is looking to start tracking its clients ' hobbies for marketing purposes in Salesforce. Which Agentforce Financial Services feature is most suitable for this?
- A. Engagement Topics
- B. Alerts
- C. Interest Tags
- D. Topics
Correct Answer: C 🗳️
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A retail bank is using Agentforce Financial Services to support its operations. The bank has received complaints that its clients ' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is. Which solution should a consultant suggest the client explore?
- A. Process Builder to create automated document requests for missing items
- B. The Send Documents flow for Retail Banking
- C. An APEX solution to leverage the SendMail capabilities of Salesforce
- D. A Marketing Cloud integration to manage client communications
Correct Answer: B 🗳️
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s. Cumulus Bank ' s mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process. Which two features should a consultant suggest to Cumulus Bank to implement?
- A. A Data Import Wizard to upload the data collected in spreadsheets
- B. Flow Builder to automate these business processes
- C. A " Mortgage Application " custom object to hold the collected client data
- D. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
Correct Answer: B,D 🗳️
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A private equity company with only one administrator wants to upgrade Agentforce Financial Services from an Agentforce Sales Unlimited Edition (UE) org. The company decided to install Agentforce Financial Services greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?
- A. To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.
- B. After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons
/analysis. - C. As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Agentforce Sales UE org.
- D. The administrator can ask the business manager on the investment bank team to review the file directly.
Correct Answer: B 🗳️
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Cumulus Bank is migrating its CRM software from a legacy application to Agentforce Financial Services.
The bank hired Salesforce Professional Services to configure/deploy the new Agentforce Financial Services org and migrate data. Which order should a consultant follow when performing the data migrations?
- A. Financial Accounts, then Financial Account Transactions, then Financial Account Roles, then Individuals
- B. Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions
- C. Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
- D. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
Correct Answer: D 🗳️
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