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Salesforce AP-208 Exam Syllabus Topics:

Section

Weight

Objectives

Topic 1: Discovery

12%

- Analyze business processes and system architecture
- Identify requirements and define solution scope
- Determine compliance and regulatory considerations

Topic 2: Delivery and Configuration

46%

- Initial setup and package installation
- Integration and data exchange
- Configure core FSC features

1. Financial goals and action plans
2. Actionable Relationship Center
3. Householding and roll-up summaries

- Reporting, dashboards, and analytics
- Automation and workflows

1. Flow, Process Builder, and OmniStudio

Topic 3: Define and Design

42%

- Data model, objects, and relationships

1. Financial accounts, holdings, and products
2. Person accounts, households, and relationship mapping

- Data migration and integration strategy
- User experience and interface design
- Security and access design

1. Compliance and data privacy controls
2. Role hierarchy, sharing rules, and field-level security

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question #1

A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy. What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
B. Use the Financial Deal object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
C. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

Reveal Solution Discussion 0

Correct Answer: B 🗳️