Try and practice the latest Salesforce : AP-208 real questions & answers
Updated: Jun 28, 2026
No. of Questions: 172 Questions & Answers with Testing Engine
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Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
A) Configure the Financial Account List components for each required category.
B) Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
C) Create a custom picklist on the Financial Account object totrack the Typ
D) Add the Financial Account List component to the Account Lightning record page.
E) Configure Financial Account record types to match the required categories.
2. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?
A) The Referral Score updated when an opportunity associated with the Referral is Closed Won
B) The Referral Score updated when a lead is created using the referralrecord type.
C) The Referral Score updated when a referral is assigned from the queue to a user.
D) The Referral Score updated when a referral is convened to an Opportunity or closed.
3. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
A) The administrator did not enable "Allow Mortgage Access" in Setup.
B) The user does not have "Mortgage User" checked in their user record.
C) The administrator did not assign the Mortgage permission set to the user.
D) The Residential Loan Application flow was not enabled in the setup.
4. A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
A) If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
B) If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.
C) If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
D) If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
5. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
A) Person Accounts cannot be disabled once they were enabled
B) AppExchange packages will not work if Person Accounts are enabled
C) Creating a client record via Salesforce Inbox is not supported.
D) Person Accounts can be enabled and disabled only by contacting Salesforce Support
Solutions:
| Question # 1 Answer: A,B,C | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: A,C |
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