Learn with Salesforce : AP-208 training material for 100% pass
Updated: Aug 04, 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 |
| Exam Number: | AP-208 |
| Available Languages: | English |
| Related Certifications: | Salesforce Certified Financial Services Cloud Consultant Salesforce Administrator |
| Exam Format: | Multiple choice, Multiple select |
| Sample Questions: | Salesforce AP-208 Sample Questions |
| Exam Way: | Online proctored or test center delivery via Kryterion Webassessor |
| Pre Condition: | No formal prerequisite required. Familiarity with Salesforce platform and Financial Services Cloud concepts is recommended. |
Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 2: Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Topic 3: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 4: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| 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:
1. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
A) Business Rules Engine
B) OmniScripts
C) FlexCards
D) Integration Procedures
E) APEX Code
2. To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?
A) Field sets that configure how fields display in the client and household profiles
B) Custom objects to track Financial Accounts and Household
C) The Commercial Banking dashboard
D) Predefined list views of clients and households
3. A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?
A) OmniStudio
B) FSC Standard
C) FSC Extension
D) FSC Basic
4. 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) In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
B) Role Hierarchy-based sharing is disabled bydefault in CDS.
C) Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
D) Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
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?
5. The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?
A) CDS in FSC allows record owners to grant access to their records to other FSC users.
B) Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,
C) To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
D) To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
E) CDS can only be applied to FSC objects and Account and Opportunity objects.
Solutions:
| Question # 1 Answer: A,B,D | Question # 2 Answer: A,C | Question # 3 Answer: B | Question # 4 Answer: B,C,D | Question # 5 Answer: A,C,E |
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