Salesforce AP-208 : Financial Services Cloud Accredited Professional

  • Exam Code: AP-208
  • Exam Name: Financial Services Cloud Accredited Professional
  • Updated: Aug 15, 2026     Q & A: 172 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Delivery and Configuration46%- Integration and data exchange
- Configure core FSC features
  • 1. Householding and roll-up summaries
    • 2. Actionable Relationship Center
      • 3. Financial goals and action plans
        - Automation and workflows
        • 1. Flow, Process Builder, and OmniStudio
          - Reporting, dashboards, and analytics
          - Initial setup and package installation
          Define and Design42%- Data migration and integration strategy
          - User experience and interface design
          - Data model, objects, and relationships
          • 1. Financial accounts, holdings, and products
            • 2. Person accounts, households, and relationship mapping
              - Security and access design
              • 1. Role hierarchy, sharing rules, and field-level security
                • 2. Compliance and data privacy controls
                  Discovery12%- Determine compliance and regulatory considerations
                  - Analyze business processes and system architecture
                  - Identify requirements and define solution scope

                  Salesforce Financial Services Cloud Accredited Professional Sample Questions:

                  1. Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

                  A) Account
                  B) Contact
                  C) Lead
                  D) Opportunity
                  E) Residential Loan Application


                  2. A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

                  A) FSC Standard permission set license
                  B) FSC Foundations permission set license
                  C) FSC Extension permission set license
                  D) FSC Basic permission set license


                  3. A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
                  What should the administrator do as part of the preparation for the data migration process?

                  A) After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
                  /analysis.
                  B) The administrator can ask the business manager on the investment bank team to review the file directly.
                  C) As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
                  D) To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.


                  4. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

                  A) User ID
                  B) Org ID
                  C) Data Load ID
                  D) External ID


                  5. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

                  A) Add Scon as a Related Contact to the Adams Household.
                  B) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
                  C) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
                  D) Disable the Primary Group setting fof Scon on the Adams Household


                  Solutions:

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

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