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Exam Code: AP-208

Exam Name: Financial Services Cloud Accredited Professional

Updated: Jul 03, 2026

Number: 172 Q&As with Testing Engine

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?

A) Revenue
B) Financial Holding
C) Inheritance
D) Billing
E) Financial Goal

2. Which three record type options should an advisor configure for a Lead object configuration?

A) Adjustments
B) Retirement Planning
C) Opportunity
D) General
E) Referral

3. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A) Account Account Relationship object
B) Contact object
C) Account Contact Relationship object
D) Account object - Household record type
E) Account object - Businessrecord type

4. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Person Accounts cannot be disabled once they were enabled
B) Creating a client record via Salesforce Inbox is not supported.
C) Person Accounts can be enabled and disabled only by contacting Salesforce Support
D) AppExchange packages will not work if Person Accounts are enabled

5. The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A) Request a 30-day Financial Services Cloud trial org
B) Spin up a Salesforce sandbox org.
C) Purchase one license of Financial Services Cloud and install it in a production org.
D) Request a Salesforce developer org.

Solutions:

Question # 1
Answer: A,B,E

Question # 2
Answer: B,D,E

Question # 3
Answer: A,D,E

Question # 4
Answer: A,B

Question # 5
Answer: A

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