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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?
A) MobileClaimSubmission
B) Policy Administration
C) Claims Management
D) Quote Creathqn Toolbox
E) Quote, Rate, and Apply
2. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?
A) Disable the Primary Group setting fof Scon on the Adams Household
B) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
C) Add Scon as a Related Contact to the Adams Household.
D) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
3. Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
A) Enable In-App Guidance to provide walk-throughs.
B) Use flows to remove the neea for complex Lightning pages.
C) Configure Dynamic Actions for Lightning pages.
D) Configure Dynamic Lightning pages.
E) Build custom Lightning pages that correspond to each stage of the business process.
4. Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
A) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
B) Coordinate multiple flows and assign them to multiple teams or individuals.
C) Perform an operation for more records than schedule-triggered flows allow
D) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
5. An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
A) Create an Action Plan Template for capturing beneficiary data and payment information.
B) Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.
C) Install an Insurance Data AppExchange package.
D) Utilize Insurance Flow Templates.
Solutions:
| Question # 1 Answer: B,C,E | Question # 2 Answer: D | Question # 3 Answer: A,B,C | Question # 4 Answer: D | Question # 5 Answer: D |
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