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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam Questions
- Topic 1: Discovery: In this topic, Salesforce financial services consultants learn to assess and document customer needs, value propositions, and visions for Financial Services Cloud (FSC) solutions. Key skills involve analyzing current business processes, understanding architectural flows, and determining how FSC capabilities align with existing systems. This measures the consultant's ability to accurately map customer goals to FSC functionalities for optimal outcomes.
- Topic 2: Define/Design: This topic focuses on designing tailored solutions using the FSC data model, best practices, and modules to meet specific business requirements. Salesforce financial services consultants learn to identify necessary objects, relationships, and system flows while considering organizational security, territory hierarchies, and multilingual capabilities. Skills in sprint prioritization, data migration strategy, and aligning processes to future state designs are assessed as well.
- Topic 3: Delivery: This topic evaluates the ability to implement the finalized FSC design. Salesforce financial services consultants demonstrate proficiency in setting up user interfaces, permissions, and integration tools. Additionally, they leverage automation, reporting, and dashboard-building skills to align with defined success criteria. This ensures the consultant's readiness for delivering effective FSC deployments.
Free Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam Actual Questions
Note: Premium Questions for Financial Services Cloud Accredited Professional (AP-208) were last updated On Aug. 13, 2025 (see below)
[FSC Data Model and Configuration]
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?
[FSC Features and Functionality]
Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?
[FSC Features and Functionality]
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
[FSC Features and Functionality]
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
[Financial Accounts, Rollups, and Referrals]
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
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