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Reference: https://trailheadacademy.salesforce.com/certificate/exam-financial-services-cloud-ap---AP-208
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Salesforce Financial-Services-Cloud Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Security, Compliance, and Data Access | - Role-Based Access Control - Financial Data Security Considerations |
| Topic 2: Reporting and Integration | - Standard Reporting Capabilities - Data Integration and External Systems |
| Topic 3: Data Model and Architecture | - Households and Relationships - Financial Accounts and Client Data Structure |
| Topic 4: Automation and Configuration | - Customization in Financial Services Cloud - Business Process Automation |
| Topic 5: Client Management and Engagement | - Client Lifecycle Management - Interaction and Activity Tracking |
| Topic 6: Financial Services Cloud Core Concepts | - Overview of Financial Services Cloud - Industry Use Cases (Banking, Wealth, Insurance) |
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