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AP-208
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Exam Code: AP-208

Exam Name: Financial Services Cloud Accredited Professional

Updated: Aug 22, 2026

Number: 172 Q&As with Testing Engine

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Salesforce AP-208 Exam Overview:

Certification Vendor:Salesforce
Exam Name:Salesforce Financial Services Cloud Accredited Professional
Exam Number:AP-208
Related Certifications:Salesforce Administrator
Salesforce Consultant
Exam Duration:90 minutes
Certificate Validity Period:2 years
Available Languages:English
Exam Format:Multiple-choice, Multiple-select
Passing Score:65%
Real Exam Qty:55-60
Exam Price:$200 USD
Recommended Training:Trailhead - Financial Services Cloud
Partner Learning Camp
Exam Registration:WebAssessor
Sample Questions:Salesforce AP-208 Sample Questions
Exam Way:Online proctored or onsite at Kryterion test centers
Pre Condition:No mandatory prerequisites; recommended: Salesforce Administrator knowledge, Financial Services Cloud Specialist Superbadge
Official Syllabus URL:https://trailhead.salesforce.com/credentials/financialservicescloud

Salesforce AP-208 Exam Syllabus Topics:

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

                  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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