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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Wealth Management Capabilities | 20% | - Financial goals and planning - Performance monitoring - Asset allocation tracking - Investment portfolio management |
| Topic 2: Client Management | 15% | - Client lifecycle management - Client profiling and segmentation - Household management - Relationship types and hierarchy |
| Topic 3: Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Topic 4: Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| Topic 5: Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Topic 6: Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud |
| Topic 7: Data Model and Architecture | 18% | - Individual and Household data model - Relationship mapping between accounts and contacts - Custom objects for financial products - Financial Account and Financial Holding objects |
Planning Your Salesforce Accredited Agentforce Financial Services Professional? Start With These Answers
The current exam information lists 65 questions for the AP-208 exam, with 90 minutes minutes allowed. Practicing against the clock at home builds the pacing habits that exam day rewards.
The Salesforce Accredited Agentforce Financial Services Professional blueprint covers these main domains:
- Data Model and Architecture (18%)
- Client Management (15%)
- Analytics and Reporting (12%)
Additional domains complete the official outline, and our bank covers the full range.
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Salesforce lists the following prerequisites for the Salesforce Accredited Agentforce Financial Services Professional: Recommended: Salesforce Administrator certification and hands-on experience with Financial Services Cloud.
Check the official certification page for the latest requirements before booking.
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As of the latest information, the AP-208 exam requires a score of 65% to pass, and registration costs $200 USD. Salesforce sets both figures, so verify them on the official site when you book.
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Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
- A. The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
- B. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
- C. Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account object.
- D. Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
Correct Answer: C 🗳️
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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. The administrator can ask the business manager on the investment bank team to review the file directly.
- D. 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.
Correct Answer: B 🗳️
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Which step is required to give a group of users access to a Financial Deal?
- A. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
- B. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list.
- C. Update Industries Settings to give users access to the Financial Deal object.
- D. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
Correct Answer: B 🗳️
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What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
- A. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
- B. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
- C. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
Correct Answer: C 🗳️
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A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
- A. Object: Financial Account; Field: Joint Owner
- B. Object: Financial Account; Field: Primary Owner
- C. Object: Financial Account Role; Field: Role
- D. Object: Account-Account Relationship; Field: Related Role
Correct Answer: C 🗳️
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