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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 |
| Exam Number: | AP-208 |
| Exam Format: | Multiple choice, Multiple select |
| Related Certifications: | Salesforce Certified Financial Services Cloud Consultant Salesforce Administrator |
| Available Languages: | English |
| 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 |
|---|---|
| Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| 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:
1. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A) The managed extension package for intelligent Need-Based Referrals and Scoring
B) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
C) Salesforce CRM Dashboards
D) Einstein Analytics for Financial Services
2. Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
A) Object Settings
B) Profiles
C) Custom Settings
D) Lightning Page Editor
3. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
A) Enable and configure person accounts in FSC, and assign users with permission set licenses.
B) Beyond the preconfigured settings, evaluate whether they need advanced customizations.
C) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
D) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
E) Review the out-of-the-box capabilities and compare them to the company's current needs.
4. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?
A) The Referral Score updated when a lead is created using the referralrecord type.
B) The Referral Score updated when a referral is convened to an Opportunity or closed.
C) The Referral Score updated when a referral is assigned from the queue to a user.
D) The Referral Score updated when an opportunity associated with the Referral is Closed Won
5. Which three processes are part of Claims Management?
A) Underwriting
B) Quoting
C) Auto Adjudication
D) Payment
E) Reserve Management
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: B,C,E | Question # 4 Answer: D | Question # 5 Answer: C,D,E |
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