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Salesforce AP-208 Exam : Financial Services Cloud Accredited Professional

AP-208 actual test
  • Exam Code: AP-208
  • Exam Name: Financial Services Cloud Accredited Professional
  • Updated: Aug 02, 2026
  • Q & A: 172 Questions and Answers
  • PDF Demo
  • PC Test Engine
  • Online Test Engine
  • Total Price: $59.99  

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Salesforce AP-208 Exam Syllabus Topics:

SectionObjectives
Financial Services Processes- Wealth and insurance workflows
- Sales and service process automation
Data Model and Architecture- Financial accounts and household structures
- Accounts, Contacts, Households, and Relationships
Financial Services Cloud Fundamentals- Core concepts and value proposition of Financial Services Cloud
- Industry use cases in banking and insurance
Security, Reporting, and Integration- Data security and sharing models
- Reporting and dashboards in Financial Services Cloud
- Integration with Salesforce ecosystem tools
Client and Customer Management- Client lifecycle management processes
- Relationship Groups and role modeling

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) APEX Code
B) Integration Procedures
C) FlexCards
D) OmniScripts
E) Business Rules Engine


2. A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

A) Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
B) Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
C) Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.
D) Omit the day's start and end time fields when the administrator wants to indicate a non- working day.


3. The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A) Ensure that the member is the Primary Member in that Household
B) Ensure the Primary Group flag in the Account record is checked.
C) Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
D) EnsureRollUpByLookup Configuration is Active
E) Ensure the reported Household is the Primary Group for the member


4. What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

A) Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
B) The Flow users require a Flow Permission Set License.
C) Use Field Level Security on Milestones
D) Flow for Financial Service Cloud is not available for the Individual Object Model.


5. How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A) Select Use FlexCard from the node Display tab to show the node in a FlexCar
B) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
C) Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
D) Reference the FlexCard in the Display properties of the custom ARC relationship graph.


Solutions:

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

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