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Last Updated: Sep 27, 2026
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Configure core FSC features
- Integration and data exchange - Reporting, dashboards, and analytics |
| Topic 2: Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
| Topic 3: Define and Design | 42% | - User experience and interface design - Security and access design
- Data model, objects, and relationships
|
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Doggington. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Doggington household. While creating the Household group, the advisor attempted to input the below information but received an error. Member Name: Oliver Doggington Role in Group: Client Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Member Name: Macie Doggington Role in Group: Spouse Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Based on the information provided, what caused the error that the advisor received?
- A. Spouse is not a valid Role within a Group.
- B. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
- C. Primary Group - two individuals cannot designate the same Household as their Primary Group.
- D. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
Correct Answer: B 🗳️
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s. Cumulus Bank ' s mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process. Which two features should a consultant suggest to Cumulus Bank to implement?
- A. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
- B. A " Mortgage Application " custom object to hold the collected client data
- C. Flow Builder to automate these business processes
- D. A Data Import Wizard to upload the data collected in spreadsheets
Correct Answer: A,C 🗳️
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Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times. Which option is most suitable?
- A. Use the Data Consumption Framework to connect to the bank ' s middleware.
- B. Use Salesforce Connect with External Objects to expose tables from the bank ' s core systems, and use the standard user interface (UI) components to surface the records in Salesforce Lightning UI.
- C. Use Salesforce Connect with External Objects to expose tables from the bank ' s core systems, and use custom Lightning web components to surface them in the Salesforce Lightning UI.
- D. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make callouts to the core system services.
Correct Answer: A 🗳️
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A regional bank is implementing Agentforce Financial Services. Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in Agentforce Financial Services. What should the administrator do when designing the future state business process using Agentforce Financial Services features?
- A. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
- B. When an account status is changed to " Customer " , send emails to the Account Owner to follow up in
2 days, 2 weeks, and 2 months. - C. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
- D. When an account status is changed to " Customer " , create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
Correct Answer: D 🗳️
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s. The Bank of the Future wants its call center agents to be able to see person accounts but wants to restrict access to financial accounts to protect the privacy of its clients. Which two steps should an administrator take to ensure that all users can see person accounts but only specific users can view financial accounts?
- A. Edit the Lightning page assigned to the Financial Advisor Profile and remove the Financial Accounts tab.
- B. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Public Read Only.
- C. Change organization-wide defaults (OWD) sharing on the Person Accounts object to Public Read Only.
- D. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Private.
Correct Answer: C,D 🗳️
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