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Salesforce AP-208

AP-208

Exam Code: AP-208

Exam Name: Financial Services Cloud Accredited Professional

Updated: Sep 18, 2026

Q&A Number: 112 Q&As

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Discovery12%- Analyze business processes and system architecture
- Determine compliance and regulatory considerations
- Identify requirements and define solution scope
Topic 2: Define and Design42%- Data model, objects, and relationships
  • 1. Financial accounts, holdings, and products
    • 2. Person accounts, households, and relationship mapping
      - Security and access design
      • 1. Role hierarchy, sharing rules, and field-level security
        • 2. Compliance and data privacy controls
          - User experience and interface design
          - Data migration and integration strategy
          Topic 3: Delivery and Configuration46%- Configure core FSC features
          • 1. Financial goals and action plans
            • 2. Actionable Relationship Center
              • 3. Householding and roll-up summaries
                - Initial setup and package installation
                - Reporting, dashboards, and analytics
                - Integration and data exchange
                - Automation and workflows
                • 1. Flow, Process Builder, and OmniStudio

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  Question #1
                  One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects. Which two considerations should the administrator include when configuring the report?

                  A. The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
                  B. Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
                  C. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
                  D. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.


                  Question #2
                  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 Agentforce Financial Services?

                  A. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
                  B. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
                  C. CDS can only be applied to Agentforce Financial Services objects and Account and Opportunity objects.
                  D. CDS in Agentforce Financial Services allows record owners to grant access to their records to other Agentforce Financial Services users.
                  E. 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.


                  Question #3
                  Which three processes are part of Claims Management?

                  A. Payment
                  B. Reserve Management
                  C. Auto Adjudication
                  D. Underwriting
                  E. Quoting


                  Question #4
                  What are the three building blocks of Flow Orchestration?

                  A. Stages
                  B. Work Items
                  C. Steps
                  D. Processes
                  E. Blocks


                  Question #5
                  Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?

                  A. Data Consumption Framework
                  B. Industry Integration Solutions with the MuleSoft Anypoint Platform
                  C. OmniStudio DataRaptors
                  D. Data Processing Engine
                  E. OmniStudio Integration Procedures


                  Solutions:

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

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