Prepare with Salesforce AP-208 exam practice material, pass for sure
Updated: Sep 02, 2026
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Salesforce AP-208 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional |
| Exam Number: | AP-208 |
| Related Certifications: | Salesforce Consultant Salesforce Administrator |
| Available Languages: | English |
| Passing Score: | 65% |
| Exam Duration: | 90 minutes |
| Real Exam Qty: | 55-60 |
| Exam Format: | Multiple-select, Multiple-choice |
| Exam Price: | $200 USD |
| Certificate Validity Period: | 2 years |
| Recommended Training: | Partner Learning Camp Trailhead - Financial Services Cloud |
| Exam Registration: | WebAssessor |
| Sample Questions: | Salesforce AP-208 Sample Questions |
| Exam Way: | Online proctored or onsite at Kryterion test centers |
| Pre Condition: | No mandatory prerequisites; recommended: Salesforce Administrator knowledge, Financial Services Cloud Specialist Superbadge |
| Official Syllabus URL: | https://trailhead.salesforce.com/credentials/financialservicescloud |
Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy |
| Topic 2: Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Initial setup and package installation - Automation and workflows
|
| Topic 3: Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
Salesforce Financial Services Cloud Accredited Professional Sample Questions:
Question 1
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?
A. Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
B. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
C. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
D. Remove the Event or Milestone from the Lightning Component in the Developer Console.
Question 2
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
A. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
B. Enable 'Individual to Person Account Migration' in Custom Settings.
C. Configure your Person Account record types m the Indrvidual Record Type Mapper.
D. Ensure Person Accounts is enabled on the org
E. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
Question 3
Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?
A. Action Plans
B. Lightning Scheduler Resource
C. Financial Services Cloud Standard
D. Mortgage
E. FSC Insurance
Question 4
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A. Einstein Analytics for Financial Services
B. Salesforce CRM Dashboards
C. The managed extension package for intelligent Need-Based Referrals and Scoring
D. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
Question 5
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
A. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
B. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
C. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
D. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
Solutions:
| Question 1 Answer: C | Question 2 Answer: A,C,D | Question 3 Answer: A,C,E | Question 4 Answer: D | Question 5 Answer: B |
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