Salesforce AP-208 : Financial Services Cloud Accredited Professional

AP-208 real exams

Exam Code: AP-208

Exam Name: Financial Services Cloud Accredited Professional

Updated: Aug 25, 2026

Q & A: 172 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Discovery12%- Determine compliance and regulatory considerations
- Identify requirements and define solution scope
- Analyze business processes and system architecture
Topic 2: Delivery and Configuration46%- Configure core FSC features
  • 1. Actionable Relationship Center
    • 2. Householding and roll-up summaries
      • 3. Financial goals and action plans
        - Initial setup and package installation
        - Automation and workflows
        • 1. Flow, Process Builder, and OmniStudio
          - Reporting, dashboards, and analytics
          - Integration and data exchange
          Topic 3: Define and Design42%- Data model, objects, and relationships
          • 1. Financial accounts, holdings, and products
            • 2. Person accounts, households, and relationship mapping
              - User experience and interface design
              - Security and access design
              • 1. Compliance and data privacy controls
                • 2. Role hierarchy, sharing rules, and field-level security
                  - Data migration and integration strategy

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  1. The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

                  A) Page Layout
                  B) Search Layout
                  C) Lightning Record Pages
                  D) Compact Layout
                  E) Field Sets


                  2. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

                  A) Round Robin Referral Routing
                  B) Referral Automated Approvals
                  C) Assigning a Referral
                  D) Referral Conversion
                  E) Accepting a Referral


                  3. How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

                  A) Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
                  B) Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
                  C) An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
                  D) Assuming there are no other issues, what should happenwhen the administrator uploads the import file?
                  The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.


                  4. Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?

                  A) Flows
                  B) Financial Goals
                  C) Aclion Plans
                  D) Actionable Relationship Center


                  5. A system administrator at a financial services company wants to build a report to show Interest Tags.
                  Which two things should the administrator consider when configuring the report?

                  A) When the user defines the custom report type, Topics should be selected as the Primary Object.
                  B) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
                  C) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
                  D) The user must build a report using the Topics object to view Interest Tags in the report.


                  Solutions:

                  Question # 1
                  Answer: D
                  Question # 2
                  Answer: C,D,E
                  Question # 3
                  Answer: D
                  Question # 4
                  Answer: A
                  Question # 5
                  Answer: A,C

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