Exam Name: Salesforce Accredited Agentforce Financial Services Professional
Certification Provider: Salesforce
Corresponding Certification: Accredited Professional
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Instant Download Salesforce : AP-208 Questions & Answers as PDF & Test Engine
Updated: Oct 13, 2026
No. of Questions: 112 Questions & Answers with Testing Engine
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- Total Questions: 112
- Updated on: Oct 13, 2026
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AP-208 PDF Practice Q&A's
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- Total Questions: 112
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Salesforce AP-208 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional |
| Exam Number: | AP-208 |
| Exam Duration: | 90 minutes |
| Available Languages: | English |
| Exam Format: | Multiple-select, Multiple-choice |
| Exam Price: | $200 USD |
| Certificate Validity Period: | 2 years |
| Related Certifications: | Salesforce Consultant Salesforce Administrator |
| Real Exam Qty: | 55-60 |
| Passing Score: | 65% |
| Recommended Training: | Partner Learning Camp Trailhead - Financial Services Cloud |
| Exam Registration: | WebAssessor |
| Sample Questions: | DOWNLOAD DEMO |
| 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:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
| Topic 2: Define and Design | 42% | - Data model, objects, and relationships
- Security and access design
|
| Topic 3: Delivery and Configuration | 46% | - Automation and workflows
- Initial setup and package installation - Configure core FSC features
|
What Candidates Ask Before Preparing for AP-208 with PrepAwayPDF
- Define and Design (42%)
- Discovery (12%)
- Delivery and Configuration (46%)
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
Which three permission sets grant access or extend permissions for record alerts in Agentforce Financial Services?
- A. OmniStudio Admin permission set
- B. Financial Services Cloud Basic permission set
- C. Financial Services Cloud Foundations permission set
- D. Financial Services Cloud Standard permission set
- E. OmniStudio User permission set
Correct Answer: C,D,E 🗳️
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An insurance company aims to improve a call center ' s productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
- A. Create an Action Plan Template for capturing beneficiary data and payment information.
- B. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
- C. Install an Insurance Data AppExchange package.
- D. Utilize Insurance Flow Templates.
Correct Answer: D 🗳️
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An insurance company needs to ensure the record rollups aggregate information from related records for several objects in Financial Services Cloud at a client or group level. What should the administrator configure to meet the requirement?
- A. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
- B. Client-level records are aggregated by setting up client-level rollups to all primary group members.
- C. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
- D. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rollup__c lookup field
Correct Answer: A 🗳️
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Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency). Which solution should a consultant recommend to meet these requirements?
- A. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
- B. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
- C. Use a third party from AppExchange add-on to implement currency conversions.
- D. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
Correct Answer: A 🗳️
Explanation: Only visible for PrepAwayPDF members. You can sign-up / login (it's free).
A new custom object has been created, and the records of this object will be created through integration with another system. What should a consultant do to ensure the data is loading into the correct fields in Agentforce Financial Services?
- A. Utilize a field mapping file with the external system data location and the corresponding field in Salesforce.
- B. Ensure custom metadata is configured and each custom metadata record details where the data will be sent.
- C. Create a junction object between the external system and the new customer object where the data will reside.
- D. Use a CSV file with the data created and use Data Loader to map to the correct field.
Correct Answer: A 🗳️
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