Prepare with Salesforce AP-208 exam torrent, pass for sure
Last Updated: Sep 27, 2026
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
- A. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
- B. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
- C. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
Correct Answer: C 🗳️
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An insurance company needs to ensure the record rollups aggregate information from related records for several objects in Financial Services Cloud at a client or group level. What should the administrator configure to meet the requirement?
- A. Client-level records are aggregated by setting up client-level rollups to all primary group members.
- B. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
- C. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
- D. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rollup__c lookup field
Correct Answer: B 🗳️
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A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
- A. Ensure all individual account records to be converted are only linked to exactly one contact record.
- B. Test out the conversion in a sandbox, including all integrations and customizations.
- C. Ensure each individual account to be converted is not a parent account of any other account records.
- D. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.
- E. Ensure each account.phone field in the individual account record is blank.
Correct Answer: A,B,C 🗳️
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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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A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?
- A. Chatter has to be enabled for Action Plans via Chatter settings in setup.
- B. Admin user has to be assigned the Action Plans permission set.
- C. Salesforce is yet to roll out Chatter for the Action Plan object.
- D. Feed tracking has to be enabled for the Action Plan object.
Correct Answer: D 🗳️
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