Salesforce AP-208 : Financial Services Cloud Accredited Professional

  • Exam Code: AP-208
  • Exam Name: Financial Services Cloud Accredited Professional
  • Updated: Sep 01, 2026
  • Q & A: 172 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:
SectionObjectives
Topic 1: Financial Services Processes- Sales and service process automation
- Wealth and insurance workflows
Topic 2: Data Model and Architecture- Financial accounts and household structures
- Accounts, Contacts, Households, and Relationships
Topic 3: Client and Customer Management- Relationship Groups and role modeling
- Client lifecycle management processes
Topic 4: Security, Reporting, and Integration- Integration with Salesforce ecosystem tools
- Reporting and dashboards in Financial Services Cloud
- Data security and sharing models
Topic 5: Financial Services Cloud Fundamentals- Industry use cases in banking and insurance
- Core concepts and value proposition of Financial Services Cloud
Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

A. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
B. When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
C. When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
D. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.


Question 2

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A. If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
B. If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
C. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
D. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.


Question 3

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
B. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
C. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
D. Role Hierarchy-based sharing is disabled bydefault in CDS.
E. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?


Question 4

A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?

A. Contact-Contact Relationship
B. Person Account
C. Account Contact Relationship
D. Account Account Relationship


Question 5

Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?

A. Inheritance
B. Financial Goal
C. Billing
D. Revenue
E. Financial Holding


Solutions:

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

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