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Exam Code: AP-208
Exam Name: Financial Services Cloud Accredited Professional
Updated: Sep 11, 2026
Q & A: 172 Questions and Answers
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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Custom objects for financial products - Individual and Household data model |
| Wealth Management Capabilities | 20% | - Financial goals and planning - Performance monitoring - Investment portfolio management - Asset allocation tracking |
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM |
| Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Client Management | 15% | - Client profiling and segmentation - Client lifecycle management - Relationship types and hierarchy - Household management |
| Banking and Lending Features | 15% | - Compliance and regulatory considerations - Digital lending workflows - Account aggregation |
Question 1
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
A. Accounts & Members
B. Accounts & Businesses
C. Accounts & Groups
D. Accounts & Peers
Question 2
What are the three building blocks of Flow Orchestration?
A. Steps
B. Work Items
C. Processes
D. Stages
E. Blocks
Question 3
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
A. Group Member Referrals
B. Referral Scoring
C. ReferralGroup Process Builder
D. Referrals Rollups
Question 4
Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?
A. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.
B. Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
C. Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.
D. Use the Data Consumption Framework to connect to the bank'smiddleware.
Question 5
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)
A. Link multiple owners to the business entity as a Group
B. Enable Relationship Group Hierarchy in Custom Metadata
C. Capture the majority owner as parent account using Account hierarchy
D. Add the Business record type to the Group record type mapper
E. LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
Solutions:
| Question 1 Answer: B,C,D | Question 2 Answer: A,B,D | Question 3 Answer: D | Question 4 Answer: A | Question 5 Answer: A,D,E |
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