Exam Name: Salesforce Accredited Agentforce Financial Services Professional
Certification Provider: Salesforce
Corresponding Certification: Accredited Professional
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Topic 2: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 3: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Data security and sharing models - Reporting and dashboards in Financial Services Cloud |
| Topic 4: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 5: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
During the design phase of a project, a consultant needs to provide a Agentforce Financial Services solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process. What are three things to consider regarding Discovery Framework?
- A. Discovery Framework forms cannot be deployed to Communities.
- B. Discovery Framework creates highly capable forms with integrations and advanced logic.
- C. Discovery Framework is built based on Salesforce Flow.
- D. Financial Services Cloud Discovery Framework allows archiving questions.
- E. Discovery Framework can create both standard and hierarchical questions.
Correct Answer: B,D,E 🗳️
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The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Which three things should be considered when implementing CDS in Agentforce Financial Services?
- A. Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners.
- B. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
- C. CDS in Agentforce Financial Services allows record owners to grant access to their records to other Agentforce Financial Services users.
- D. CDS can only be applied to Agentforce Financial Services objects and Account and Opportunity objects.
- E. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
Correct Answer: A,B,C 🗳️
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An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assuming there are no other issues, what should happen when the administrator uploads the import file?
- A. The import will succeed, and the Account Owner field will be left blank.
- B. The import will fail, since all records in Salesforce must have an owner.
- C. The import will succeed, and the administrator will be named as the default Account Owner.
- D. The import will succeed, and the administrator will be prompted to select a user.
Correct Answer: C 🗳️
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The system administrator of a U.S. global investment bank was trying to enable Multi-currency functionality for their new Sales and Trading business unit in Paris, France. What are two reasons the French UAT tester could not see GBP currency values on any list views?
- A. GBP is not an active currency ISO code on this new Salesforce org.
- B. The administrator did not include the Currency ISO Code on Page Layouts.
- C. The administrator needed to set the Currency field on Advanced Currency Management.
- D. The system administrator has CAD as the default user currency.
Correct Answer: A,B 🗳️
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It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data. Which two items should be configured?
- A. A flow to get the data into Salesforce
- B. An Integration User and Integration Profile to enable the connection
- C. Objects and fields to store the data
- D. A Lightning web component to restrict data from users
Correct Answer: B,C 🗳️
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