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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam Syllabus

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Before starting your Financial Services Cloud Accredited Professional (AP-208) exam preparation, it is recommended to review the complete Salesforce Financial Services Cloud Accredited Professional exam syllabus and carefully go through the exam objectives listed below. Once you understand the exam structure and objectives, you should practice using our free Financial Services Cloud Accredited Professional (AP-208) questions. We also provide premium Financial Services Cloud Accredited Professional (AP-208) practice test, fully updated according to the latest exam objectives, to help you accurately assess your preparedness for the actual exam.

Salesforce
Vendor
Financial Services Cloud Accredited Professional (AP-208)
Exam Code
168
Total Questions
3
Total Exam Domains

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Financial-Services-Cloud EXAM QUESTIONS

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam Objectives

Section 1: Discovery
Weight:
12%
  • Given 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.
  • Given a set of existing business processes and flows, understand the current state of business architecture and determine how to leverage FSC capabilities.
  • Given the business needs of a customer, identify different business processes and outline encompassing system flows based on the existing environment.
Section 2: Define/Design
Weight:
42%
  • Given a set of requirements, identify the relationships, objects, and record types needed to meet the business requirements using the FSC data model.
  • Given the business processes/requirements for FSC, determine how to create the solution design utilizing the FSC industry best practices and FSC modules.
  • Given the business requirements, design the future state business processes.
  • Given the business requirements, architecture, and business processes, determine the appropriate organizational security and data access considerations.
  • Given 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.
  • Given a set of user stories, identify each story's product backlog priority, dependency, and size to align them to respective sprints.
  • Given 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.
Section 3: Delivery
Weight:
46%
  • Based on the final design for a project, perform the necessary steps for the initial FSC setup.
  • Based on the final design for a project, provision users and set up user interfaces and permissions.
  • Given a customer's sharing and security requirements, develop the appropriate FSC sharing rules to deploy.
  • Based on the final design for a project, configure the required objects and fields.
  • Based on the final design for a project, configure all fields needed for integration mapping and configure any integration users.
  • Based on information gathered from the user story, build reports and dashboards based on the defined Success Criteria.
  • Based on the final design for a project, understand how and when to leverage Salesforce Automation tools (Flow, OmniStudio, etc.).
  • Based on the final design for a project, configure Actionable Relationship Center (ARC), Householding, and Rollups.
  • Based on the final design for the project, configure the Lead object, build any queues, and create assignments.
Info
https://trailheadacademy.salesforce.com/certificate/exam-financial-services-cloud-ap---AP-208