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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 77 Discussion

[FSC Data Model and Configuration]Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?
D) The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number. and E) The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended ' with custom fields and a Person Account Record Type
A) Person Accounts can be merged with Business Accounts in Financial Services Cloud
B) To share a Person Account record the admin will need to create sharing rules Account and Contact objects
C) The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 77 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 77
Topic #: 3
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[FSC Data Model and Configuration]

Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

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Suggested Answer: D, E

by Denny at May 27, 2026, 04:03 AM

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Maile
4 days ago
A) is false, you can't merge Person Accounts with Business Accounts.
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Cathern
9 days ago
I vaguely remember that the Person Account model uses the standard Account object, but I’m not clear on how custom fields fit into that structure.
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Lonny
14 days ago
I practiced a similar question about the data model, and I believe the Person Account does represent both Account and Contact data, which makes sense for B2C use cases.
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Avery
19 days ago
I think sharing rules for Person Accounts might be different from standard Accounts and Contacts, but I can't recall the specifics.
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Val
24 days ago
I remember that Person Accounts are a unique feature in Financial Services Cloud, but I'm not sure if they can be merged with Business Accounts.
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