Passing exam with AP-208 latest training materials
Prepare and pass exam with our Salesforce AP-208 training material, here you will achieve your dream easily With TrainingQuiz!
Updated: Oct 12, 2026
No. of Questions: 112 Questions & Answers with Testing Engine
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The professional and accurate AP-208 Training Materials with the best precise contents is helping canidates pass for sure!
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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 Format: | Multiple Choice, Multi-Select |
| Related Certifications: | Salesforce Certified Administrator Salesforce Certified Sales Cloud Consultant |
| Available Languages: | English |
| Real Exam Qty: | 65 |
| Exam Price: | $200 USD |
| Passing Score: | 65% |
| Exam Duration: | 90 minutes |
| Certificate Validity Period: | 2 years |
| 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 - Client profiling and segmentation - Client lifecycle management - Household management |
| Topic 2: Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM |
| Topic 3: Banking and Lending Features | 15% | - Digital lending workflows - Compliance and regulatory considerations - Account aggregation |
| Topic 4: Data Model and Architecture | 18% | - Individual and Household data model - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts - Custom objects for financial products |
| Topic 5: Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
| Topic 6: Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Performance monitoring - Financial goals and planning |
| Topic 7: Implementation and Configuration | 10% | - Setup and configuration basics - Security model considerations - Best practices for deployment |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
Which three record type options should an advisor configure for a Lead object configuration?
- A. Adjustments
- B. Retirement Planning
- C. Opportunity
- D. General
- E. Referral
Correct Answer: B,D,E 🗳️
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In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?
- A. Account currency must match org default currency.
- B. User ' s locale and language must match user ' s currency.
- C. User ' s locale must match user ' s currency.
- D. User currency must match org default currency.
Correct Answer: C 🗳️
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To access all Agentforce Financial Services functionalities available out of the box, a consultant must install the Financial Services Cloud (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. The Commercial Banking dashboard
- C. Custom objects to track Financial Accounts and Household
- D. Predefined list views of clients and households
Correct Answer: A,B 🗳️
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A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?
- A. Update the Role picklist on the Account-Account Relationship object with new value.
- B. Update the Role picklist on the Account-Contact Relationship object with new value.
- C. Create a new Contact Reciprocal Role for the required value.
- D. Create a new Account Reciprocal Role for the required value.
Correct Answer: D 🗳️
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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. Life Events Component
- C. Family Members Component
- D. Group Members Component
- E. Relationship Map
Correct Answer: A,D,E 🗳️
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