Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 73 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam

Question #: 73
Topic #: 3

[Financial Accounts, Rollups, and Referrals]

A wealth management division manages the financial assets of many wealthy clients.

Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

ACreate a new type of person account so trust group details roll down to the beneficiaries level.

BCreate a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

CAssign the Custom Field Set to the Financial Summary component.

DCreate and assign the Cuslhm Field Set permission set to all users.

EAssign the Custom Field Set To a Lightning component.

Show Suggested Answer

Suggested Answer: B, C, E

by Lavonda at Apr 04, 2026, 08:49 PM

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