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Salesforce Accredited Professional AP-208

AP-208

Exam Code: AP-208

Exam Name: Financial Services Cloud Accredited Professional

Updated: Jun 03, 2026

Q&A Number: 172 Q&As

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A) Create a new customprofile and ensure API Only is selected.
B) Create a dedicated Integration User.
C) Assign the integration user to the System Administrator profile.
D) Update the System Administrator profile to include the API Only User.


2. Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A) All opportunity participant records are delete
B) Sharetable records need to be manually deleted.
C) The share table records are deleted.
D) The opportunity participant records are not deleted.


3. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Financial Accounts
B) Assets and Liabilities
C) Contacts
D) Claims
E) Life Events


4. A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?

A) An APEX solution to leverage the SendMail capabilities of Salesforce
B) A Marketing Cloud integration to manage client communications
C) The Send Documents flow for Retail Banking
D) Process Builder to create automatl&Socument requests for missing items


5. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
B) Einstein Analytics for Financial Services
C) The managed extension package for intelligent Need-Based Referrals and Scoring
D) Salesforce CRM Dashboards


Solutions:

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

AP-208 Related Exams
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AP-218 - Net Zero Cloud Accredited Professional
Security-and-Privacy-Accredited-Professional - Salesforce Security & Privacy Accredited Professional Exam
AP-209 - Advanced Field Service Accredited Professional
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