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Salesforce AP-208 Exam Syllabus Topics:

Section

Weight

Objectives

Topic 1: Delivery and Configuration

46%

- Integration and data exchange
- Initial setup and package installation
- Automation and workflows

1. Flow, Process Builder, and OmniStudio

- Configure core FSC features

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

- Reporting, dashboards, and analytics

Topic 2: Discovery

12%

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

Topic 3: Define and Design

42%

- User experience and interface design
- Data migration and integration strategy
- Data model, objects, and relationships

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

- Security and access design

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

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #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. Mobile Claim Submission
B. Policy Administration
C. Claims Management
D. Quote, Rate, and Apply
E. Quote Creation Toolbox

Reveal Solution Discussion 0

Correct Answer: B,C,D 🗳️