Salesforce AP-208 : Financial Services Cloud Accredited Professional

AP-208 real exams

Exam Code: AP-208

Exam Name: Financial Services Cloud Accredited Professional

Updated: Sep 03, 2026

Q & A: 172 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:

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

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  Question 1

                  If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

                  A. to all the parent households and groups
                  B. to the household with the client's primary address
                  C. to the Household where the client is the primary member
                  D. to the household selected by the advisor for record rollups.


                  Question 2

                  Which three processes are part of Claims Management?

                  A. Underwriting
                  B. Payment
                  C. Reserve Management
                  D. Auto Adjudication
                  E. Quoting


                  Question 3

                  What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

                  A. Referral Approval Processes
                  B. Intelligent Need-Based Referrals and Scoring
                  C. Referral Routing Rules
                  D. Einstein Referral Scoring for Financial Services Cloud


                  Question 4

                  How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

                  A. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
                  B. Reference the FlexCard in the Display properties of the custom ARC relationship graph.
                  C. Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
                  D. Select Use FlexCard from the node Display tab to show the node in a FlexCar


                  Question 5

                  What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

                  A. Use Field Level Security on Milestones
                  B. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
                  C. The Flow users require a Flow Permission Set License.
                  D. Flow for Financial Service Cloud is not available for the Individual Object Model.


                  Solutions:

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

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