Salesforce AP-208 Dumps : Financial Services Cloud Accredited Professional

AP-208 real exams

Exam Code: AP-208

Exam Name: Financial Services Cloud Accredited Professional

Updated: Aug 26, 2026

Q & A: 172 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:

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

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  1. How shoulddevelopers configure customized nodes for display in the Actionable Relationship Center (ARC)?

                  A) Reference the flex Card in the Display properties of the custom ARC relationship graph.
                  B) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
                  C) Select Omni Script from the node Actions tab to show the node in an Omni Script.
                  D) Select Use Flex Card from the node Display tab to show the node in a Flex Card


                  2. 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) APEX Code
                  C) Integration Procedures
                  D) OmniScripts
                  E) FlexCards


                  3. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
                  How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

                  A) Create Account sharing rules based on criteria.
                  B) Create a Financial Account sharing rule based on criteri
                  C) Create a Financial Account sharing rule based on record owner.
                  D) Create an Account sharing rule based on record owner.


                  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) Flow for Financial Service Cloud is not available for the Individual Object Model.
                  C) Use Field Level Security on Milestones
                  D) The Flow users require a Flow Permission Set License.


                  5. Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

                  A) Remove user's ability to create one-time events
                  B) Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
                  C) Create a validation rule that will stop the user if they attempt to add multiple one-time events.
                  D) Create an Apex trigger that will prevent the saving of multiple one-time events


                  Solutions:

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

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