Salesforce Agentforce Financial Services Professional Certification Exam Syllabus

AP-208 Dumps Questions, AP-208 PDF, Agentforce Financial Services Professional Exam Questions PDF, Salesforce AP-208 Dumps Free, Agentforce Financial Services Professional Official Cert Guide PDF, Salesforce Agentforce Financial Services Professional Dumps, Salesforce Agentforce Financial Services Professional PDFThe Salesforce AP-208 exam preparation guide is designed to provide candidates with necessary information about the Agentforce Financial Services Professional exam. It includes exam summary, sample questions, practice test, objectives and ways to interpret the exam objectives to enable candidates to assess the types of questions-answers that may be asked during the Salesforce Accredited Agentforce Financial Services Professional exam.

It is recommended for all the candidates to refer the AP-208 objectives and sample questions provided in this preparation guide. The Salesforce Agentforce Financial Services Professional certification is mainly targeted to the candidates who want to build their career in Salesforce Accredited Professional domain and demonstrate their expertise. We suggest you to use practice exam listed in this cert guide to get used to with exam environment and identify the knowledge areas where you need more work prior to taking the actual Salesforce Accredited Agentforce Financial Services Professional exam.

Salesforce AP-208 Exam Summary:

Exam Name
 Salesforce Accredited Agentforce Financial Services Professional
Exam Code AP-208
Exam Price
Registration fee: USD 150
Retake fee: USD 150
Duration 75 minutes
Number of Questions 55
Passing Score 56%
Recommended Training / Books Financial Services Academy Curriculum
Schedule Exam
Sample Questions Salesforce AP-208 Sample Questions
Recommended Practice Salesforce Accredited Agentforce Financial Services Professional Practice Test

Salesforce Agentforce Financial Services Professional Syllabus:

Section Objectives
Discovery
- Given a scenario in which a customer wants an Agentforce Financial Services 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 Agentforce Financial Services capabilities.
- Given the business needs of a customer, identify different business processes and outline encompassing system flows based on the existing environment.
Define/Design
- Given a set of requirements, identify the relationships, objects, and record types needed to meet the business requirements using the Agentforce Financial Services data model.
- Given the business processes/requirements for Agentforce Financial Services, determine how to create the solution design utilizing the Agentforce Financial Services industry best practices and Agentforce Financial Services 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 Agentforce Financial Services.
- 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.
Delivery
- Based on the final design for a project, perform the necessary steps for the initial Agentforce Financial Services 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 Agentforce Financial Services 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.

 

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