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Updated: Aug 28, 2026
No. of Questions: 172 Questions & Answers with Testing Engine
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Salesforce AP-208 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional |
| Exam Number: | AP-208 |
| Exam Duration: | 90 minutes |
| Passing Score: | 65% |
| Real Exam Qty: | 65 |
| Related Certifications: | Salesforce Certified Sales Cloud Consultant Salesforce Certified Administrator |
| Available Languages: | English |
| Certificate Validity Period: | 2 years |
| Exam Format: | Multi-Select, Multiple Choice |
| Exam Price: | $200 USD |
| Sample Questions: | Salesforce AP-208 Sample Questions |
| Exam Way: | Online proctored exam or in-person testing center |
| Pre Condition: | Recommended: Salesforce Administrator certification and hands-on experience with Financial Services Cloud |
| Official Syllabus URL: | https://www.salesforce.com/services/education/training/ |
Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Client Management | 15% | - Relationship types and hierarchy - Household management - Client lifecycle management - Client profiling and segmentation |
| Topic 2: Data Model and Architecture | 18% | - Custom objects for financial products - Financial Account and Financial Holding objects - Individual and Household data model - Relationship mapping between accounts and contacts |
| Topic 3: Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Topic 4: Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| Topic 5: Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud |
| Topic 6: Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Topic 7: Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Performance monitoring - Financial goals and planning |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
A. Einstein Lead Scoring
B. Web to-Lead
C. Lead Routing
D. Lead Assignment Rules
E. Lead Approval
Question 2
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?
A. Engagement Interaction
B. Notes
C. Events
D. Interaction Summary
Question 3
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
A. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
B. Grant users access to the Financial Account object with permission set
C. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
D. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.
Question 4
The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?
A. 1. Accounts and contacts2. Financial accounts3. Account groups and households
B. 1. Households2.Financial accounts3. Person accounts
C. 1. Accounts and contacts2. Households3. Financial accounts
D. 1. Financial accounts2. Accounts and contacts3, Account groups
Question 5
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)
A. Capture the majority owner as parent account using Account hierarchy
B. Enable Relationship Group Hierarchy in Custom Metadata
C. LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
D. Link multiple owners to the business entity as a Group
E. Add the Business record type to the Group record type mapper
Solutions:
| Question 1 Answer: A,C,D | Question 2 Answer: D | Question 3 Answer: B,C | Question 4 Answer: A | Question 5 Answer: C,D,E |
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