Salesforce Financial Services Cloud Accredited Professional : AP-208

  • Exam Code: AP-208
  • Exam Name: Financial Services Cloud Accredited Professional
  • Updated: Sep 17, 2026
  • Q & A: 172 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:

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

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  Question #1

                  Which two statements are true for a Group inFinancial Services Cloud?

                  • A. Financial Services Cloud includes a group record type for households
                  • B. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
                  • C. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
                  • D. Financial Services Cloud includes a group record type for businesses
                  Reveal Solution  Discussion  0

                  Correct Answer: A,C  🗳️

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                  Question #2

                  Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
                  What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

                  • A. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
                  • B. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
                  • C. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
                  • D. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
                  Reveal Solution  Discussion  0

                  Correct Answer: D  🗳️

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                  Question #3

                  A wealth management division manages the financial assets of many wealthy clients.
                  Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

                  • A. Create a new type of person account so trust group details roll down to the beneficiaries level.
                  • B. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
                  • C. Assign the Custom Field Set To a Lightning component.
                  • D. Assign the Custom Field Set to the Financial Summary component.
                  • E. Create and assign the Cuslhm Field Set permission set to all users.
                  Reveal Solution  Discussion  0

                  Correct Answer: B,C,D  🗳️

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                  Question #4

                  What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

                  • A. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
                  • B. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
                  • C. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
                  • D. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
                  Reveal Solution  Discussion  0

                  Correct Answer: B  🗳️

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                  Question #5

                  A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

                  • A. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
                  • B. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
                  • C. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
                  • D. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
                  Reveal Solution  Discussion  0

                  Correct Answer: B  🗳️

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