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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 76 Discussion

[FSC Features and Functionality]Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
C) Account and D) Residential Loan Application and E) Opportunity
A) Contact
B) Lead

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 76 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 76
Topic #: 3
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[FSC Features and Functionality]

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

Show Suggested Answer Hide Answer
Suggested Answer: C, D, E

by Denny at May 15, 2026, 04:06 PM

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Beatriz
1 month ago
I think Document Checklist Items are mainly tied to specific records, but I'm not entirely sure which ones. I remember something about loan applications being a good fit.
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