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

[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[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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Devorah

3 days ago

I think B) is a bit unnecessary, just use existing fields.

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Kerry

8 days ago

A) is definitely a must for trust management!

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Mozell

29 days ago

I’m a bit confused about option D. Do we really need to create a permission set for the Custom Field Set, or can we just assign it directly to the users?

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Willodean

1 month ago

I remember a practice question where we had to assign field sets to components. I feel like option C is definitely important for ensuring the right data is displayed.

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Ayesha

1 month ago

I'm not entirely sure about option B. Creating a Custom Field Set just for Wealth Managers sounds good, but what if it limits the overall functionality for others?

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Andra

1 month ago

I think option A makes sense because rolling down details to beneficiaries could really help with managing trusts effectively.

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