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Salesforce Accredited Professional AP-208

AP-208

Exam Code: AP-208

Exam Name: Salesforce Accredited Agentforce Financial Services Professional

Updated: Oct 08, 2026

Q & A: 112 Questions and Answers

AP-208 Free Demo download:

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Wealth Management Capabilities20%- Financial goals and planning
- Performance monitoring
- Asset allocation tracking
- Investment portfolio management
Topic 2: Banking and Lending Features15%- Digital lending workflows
- Compliance and regulatory considerations
- Account aggregation
Topic 3: Analytics and Reporting12%- Financial Services Cloud reports and dashboards
- Key metrics for financial advisors
- Custom reporting requirements
Topic 4: Data Model and Architecture18%- Relationship mapping between accounts and contacts
- Individual and Household data model
- Financial Account and Financial Holding objects
- Custom objects for financial products
Topic 5: Implementation and Configuration10%- Security model considerations
- Best practices for deployment
- Setup and configuration basics
Topic 6: Financial Services Cloud Overview10%- Core capabilities of Financial Services Cloud
- Use cases for Banking, Wealth Management, and Insurance
- Key differentiators from standard Salesforce CRM
Topic 7: Client Management15%- Client profiling and segmentation
- Household management
- Client lifecycle management
- Relationship types and hierarchy

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #1
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

A. Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
B. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
C. Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account object.
D. The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.


Question #2
An Agentforce Financial Services administrator wants to create a new Financial Services permission set that includes the Access Interest Tags for Financial Services Cloud permission. Which two permission sets should be cloned to create this new permission set and give access to interest tags?

A. Financial Services Cloud Foundations permission set
B. Financial Services Cloud Basic permission set
C. Financial Services Cloud Standard permission set
D. Financial Services Cloud Extension permission set


Question #3
Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A. Cases
B. Household Financial Accounts
C. Client Financial Goals
D. Notes and Attachments
E. Financial Holdings


Question #4
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?

A. Data Processing Engine
B. OmniStudio Integration Procedures
C. OmniStudio DataRaptors
D. Industry Integration Solutions with the MuleSoft Anypoint Platform
E. Data Consumption Framework


Question #5
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
B. Reference the FlexCard in the Display properties of the custom ARC relationship graph.
C. Select OmniScript from the node Actions tab to show the node in an OmniScript.
D. Select Use FlexCard from the node Display tab to show the node in a FlexCard.


Solutions:

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

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