Salesforce AP-211 Exam Questions Instant Access

Question 1

A provider would like to create Salesforce reports to analyze patient outcomes and patient referrals.

Which three steps should a consultant recommend as part of the reporting setup to ensure the provider can view this report appropriately?

Choose 3 answers

ACreate custom report types for clinical objects.

BLeverage the Patient Referral Management unmanaged package.

CAdjust template care management reports and dashboards.

DEnable the enhanced Analytics for Healthcare setting in Setup.

EAssign appropriate permissions to internal users.

Answer : A, D, E

To ensure a provider can create and view Salesforce reports analyzing patient outcomes and referrals, the following steps are required:

A . Create custom report types for clinical objects.

Health Cloud clinical data (e.g., patient outcomes, referrals, care plans) resides in custom objects.

To report on them, you must create custom report types.

D . Enable the enhanced Analytics for Healthcare setting in Setup.

This setting provides preconfigured reports and dashboards tailored for healthcare, such as referrals, utilization, and outcomes reporting.

E . Assign appropriate permissions to internal users.

Providers need the correct Health Cloud and reporting permissions to access and run these reports.

Without appropriate object-level and FLS permissions, reports won't display the necessary data.

Why not the others?

B . Leverage the Patient Referral Management unmanaged package -- Referral management is now native in Health Cloud. The unmanaged package was used in early versions but is deprecated and not recommended.

C . Adjust template care management reports and dashboards -- These are useful but do not provide referral and outcome reporting by themselves. Customization and proper report type setup are still required.

Salesforce Health Cloud Reference:

Salesforce Health Cloud Implementation Guide -- Reports and Dashboards:

''Enable Enhanced Analytics for Healthcare to access out-of-the-box reports and dashboards for referrals, utilization management, and patient outcomes.''

''Create custom report types for Health Cloud clinical objects to extend reporting capabilities.''

''Ensure users have the appropriate object and field permissions to run reports.

Question 2

Bloomington Caregivers would like to display patient information from both Salesforce standard objects and data from an external system.

Which three Health Cloud features should a consultant recommend the company use to display this on the patient record page?

Choose 3 answers

AFlexCards

BSalesforce Flows

CIntegration Procedures

DDataRaptors

EVisualforce Pages

Answer : A, C, D

Step-by-Step Explanatio n:

Health Cloud Best Practice for Displaying Internal and External Data:

FlexCards (part of OmniStudio) can display data from multiple sources in a unified view on a patient record.

Integration Procedures connect to external systems and bring in data (e.g., from EHRs or other sources).

DataRaptors extract and transform Salesforce data for display and use in FlexCards.

Salesforce Documentation Reference:

''FlexCards can display internal Salesforce data and call Integration Procedures or DataRaptors to bring in external or standard object data.''

--- OmniStudio Standard Guide

''Integration Procedures are used to retrieve and update data from external systems and can be invoked directly from FlexCards or OmniScripts.''

--- OmniStudio Integration Procedures

''DataRaptors map Salesforce data to and from FlexCards and Integration Procedures, enabling seamless display of patient information.''

--- OmniStudio DataRaptors

Other Options:

Salesforce Flows: Good for automation but not for real-time display of combined external and internal data on record pages.

Visualforce Pages: Legacy solution, not recommended for modern Health Cloud patient page display, and does not natively integrate with OmniStudio tools.

OmniStudio Standard Guide

OmniStudio Integration Procedures

OmniStudio DataRaptors

Question 3

Bloomington Caregivers has set up Health Cloud and needs to analyze patient referrals through Salesforce reports and dashboards.

Which Health Cloud unmanaged package should a consultant recommend to deliver a prebuilt dashboard and reports?

AHealth Cloud Reports for Patient Referral Management

BHealth Cloud Referral Management Reports

CHealth Cloud Network Management Reports

DHealth Cloud Member Referral Management Reports

Answer : A

* The Health Cloud Reports for Patient Referral Management unmanaged package provides prebuilt reports and dashboards to analyze referrals.

Extract:

''The Health Cloud Reports for Patient Referral Management unmanaged package includes reports and dashboards that help track patient referrals in Salesforce.''

(Source: Administer Health Cloud -- Reports and Dashboards)

* Other options are either not standard package names or do not match referral reporting.

Question 4

An administrator is configuring security for a patient list.

Health Cloud Accredited Professional

Which three considerations should the administrator take into account to ensure proper access to the list?

Choose 3 answers

AAdministrators can restrict access using HCPatientListSecurity custom setting.

BWhen a user's field-level security restricts access to a field used as a display column, the column does not appear in the list.

CAdministrators can create restriction rules to offset a private organization-wide default setting.

DUsers with profile or permission sets that restrict access to an object cannot create a list using that object.

EAdministrators can restrict access to patient or member lists using standard Salesforce sharing settings on the list.

Answer : B, D, E

Question 5

Bloomington Caregivers wants to use patient or member lists for its care coordinators in its current implementation.

What is an important consideration when implementing this in Health Cloud?

AIf a user cannot access a field used in a filter on a patient or member list, they will not be able to see the list.

BFilter logic for patient or member lists is controlled by formula fields on records.

CAn administrator can create an override filter field on the person account.

DAn administrator can create lists or add records to existing lists from the Campaign object.

Answer : A

* Access to Filtered Fields:

Exact Extract:

''If a user does not have access to a field that is used in a filter on a patient or member list, the list will not be displayed to that user.''

* Other Options:

Filter logic is not controlled by formula fields.

There's no official ''override filter field'' on the person account for lists.

Lists are not created or managed from the Campaign object in Health Cloud.

Question 6

Bloomington Caregivers wants to ensure it maintains the privacy of its users' data by enabling data protection details for leads, contacts, and person accounts during the initial Health Cloud install and configuration.

Which entity should the administrator enable within Data Protection and Privacy for Health Cloud to work in this scenario?

AObjects

BTasks

CRecords

DFields

Answer : C

Question 7

A customer compliance department requires encryption at rest, notification of activities, and extensive field tracking.

What are some key considerations and recommended practices for supporting compliance in Salesforce?

AUse Role Hierarchy to control data access, implement password policies for user accounts, and use IP Restrictions to limit access to trusted networks.

BEnable Field Audit Trail, implement encryption for sensitive data, and configure two-factor authentication for all users.

CEnable Salesforce Shield to monitor data access and usage, configure data Classification for sensitive data, and use Event Monitoring to track user activity.

DUse the Salesforce Security Health Check to identify vulnerabilities, implement custom profiles and permission sets to control data access, and configure Data Loss Prevention policies to prevent data leakage.

Answer : C

The requirement is:

Encryption at rest Handled by Salesforce Shield Platform Encryption.

Notification of activities (user monitoring, data access) Provided by Event Monitoring in Salesforce Shield.

Extensive field tracking Achieved with Field Audit Trail, also part of Salesforce Shield.

That's why the correct answer is the Salesforce Shield bundle, which directly addresses all three compliance needs.

Why not the others?

A . Role Hierarchy, Password Policies, IP Restrictions These are basic Salesforce security features, but they don't provide encryption at rest or activity monitoring.

B . Field Audit Trail + Encryption + 2FA Close, but Field Audit Trail and Encryption require Shield anyway, and 2FA is important but doesn't meet the monitoring requirement.

D . Security Health Check + DLP policies Useful for improving org security posture, but Salesforce does not have native DLP policies like in other security platforms. This doesn't satisfy the encryption + monitoring requirement.

Salesforce Health Cloud / Security Reference:

Salesforce Shield Overview:

''Use Shield Platform Encryption for encryption at rest.''

''Use Event Monitoring to monitor and track user activity across apps.''

''Use Field Audit Trail to retain field value changes for compliance requirements.''

Salesforce Health Cloud Accredited Professional AP-211 Exam Questions