Salesforce AP-208 : Financial Services Cloud Accredited Professional

  • Exam Code: AP-208
  • Exam Name: Financial Services Cloud Accredited Professional
  • Updated: Aug 06, 2026

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Salesforce AP-208 Exam Syllabus Topics:

SectionObjectives
Security, Reporting, and Integration- Reporting and dashboards in Financial Services Cloud
- Data security and sharing models
- Integration with Salesforce ecosystem tools
Data Model and Architecture- Accounts, Contacts, Households, and Relationships
- Financial accounts and household structures
Client and Customer Management- Relationship Groups and role modeling
- Client lifecycle management processes
Financial Services Cloud Fundamentals- Core concepts and value proposition of Financial Services Cloud
- Industry use cases in banking and insurance
Financial Services Processes- Wealth and insurance workflows
- Sales and service process automation

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
B) 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.
C) Remove the Event or Milestone from the Lightning Component in the Developer Console.
D) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.


2. Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A) Custom Relationship Group
B) Standard Household
C) Account with Record Type = Business
D) Contact-Contact Relationship


3. An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?

A) The import will succeed, and the administrator will be named as the default Account Owner.
B) The import will succeed, and the Account Owner field will be left blank.
C) The import will succeed, and the administrator will be prompted to select a user.
D) The import will fail, since all records in Salesforce must have an owner.


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


5. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

A) Institutional Banking flow
B) Insurance flow
C) Commercial Banking flow
D) Mortgage flow
E) Retail Banking flows


Solutions:

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

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