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Salesforce AP-208 Questions & Answers - in .pdf

Total Q&A: 172
Update: Aug 29, 2026
Price: $59.99

Vendor: Salesforce
Exam Code: AP-208
Exam Name: Financial Services Cloud Accredited Professional

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Salesforce AP-208 Q&A - Testing Engine

Total Q&A: 172
Update: Aug 29, 2026
Price: $59.99

Vendor: Salesforce
Exam Code: AP-208
Exam Name: Financial Services Cloud Accredited Professional

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Salesforce AP-208 Exam Syllabus Topics:

Section	Objectives
Topic 1: Financial Services Processes	- Wealth and insurance workflows - Sales and service process automation
Topic 2: Data Model and Architecture	- Accounts, Contacts, Households, and Relationships - Financial accounts and household structures
Topic 3: Security, Reporting, and Integration	- Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools
Topic 4: Client and Customer Management	- Relationship Groups and role modeling - Client lifecycle management processes
Topic 5: Financial Services Cloud Fundamentals	- Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A. Run a nightly process to create tasks and assign them to account owners for follow-ups
B. Train account owners to create required tasks periodically and setdue dates for tracking.
C. Use Lightning Scheduler to periodically schedule tasks for account owners.
D. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.

Question 2

Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

A. Actionable Relationship Center
B. Group Members Component
C. Family Members Component
D. Life Events Component
E. Relationship Map

Question 3

An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A. Spouse is not a valid Role within a Group.
B. Primary Group -two individuals cannot designate the same Household as their Primary Group.
C. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
D. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.

Question 4

Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
B. Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
C. Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions
D. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals

Question 5

Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

A. Lightning Scheduler Resource
B. Financial Services Cloud Standard
C. Action Plans
D. Mortgage
E. FSC Insurance

Solutions:

Question 1
Answer: D

Question 2
Answer: A,B,E

Question 3
Answer: C

Question 4
Answer: A

Question 5
Answer: B,C,E

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