Exam Name: Financial Services Cloud Accredited Professional
Exam Code: Financial Services Cloud Accredited Professional (AP-208)
Related Certification(s): Salesforce CDP Accredited Professional Certification
Certification Provider: Salesforce
Actual Exam Duration: 75 Minutes
Number of Financial Services Cloud Accredited Professional (AP-208) Practice Questions: 168 (updated: )
Expected Financial Services Cloud Accredited Professional (AP-208) Exam Topics:
Topic 1: Discovery
In this topic, Salesforce financial services consultants learn to assess and document customer needs, value propositions, and visions for Financial Services Cloud (FSC) solutions. Key skills involve analyzing current business processes, understanding architectural flows, and determining how FSC capabilities align with existing systems. This measures the consultant’s ability to accurately map customer goals to FSC functionalities for optimal outcomes.
Topic 2: Define/Design
This topic focuses on designing tailored solutions using the FSC data model, best practices, and modules to meet specific business requirements. Salesforce financial services consultants learn to identify necessary objects, relationships, and system flows while considering organizational security, territory hierarchies, and multilingual capabilities. Skills in sprint prioritization, data migration strategy, and aligning processes to future state designs are assessed as well.
Topic 3: Delivery
This topic evaluates the ability to implement the finalized FSC design. Salesforce financial services consultants demonstrate proficiency in setting up user interfaces, permissions, and integration tools. Additionally, they leverage automation, reporting, and dashboard-building skills to align with defined success criteria. This ensures readiness for delivering effective FSC deployments.