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Free Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam Dumps April 2026

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Question No: 1

MultipleChoice

[FSC Data Model and Configuration]

A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.

Which three things should a consultant do to prepare for the conversion?

Options

AUpdate all opportunities linked to individual account records to be owned by the individual account record's owner.

BEnsure each account.phone field in the individual account record is blank.

CEnsure all individual account records to be converted are only linked to exactly one contact record.

DTest out the conversion in a sandbox, including all integrations and customizations.

EEnsure each individual account to be converted is not a parent account of any other account records.

Answer
C, D, E

Question No: 2

MultipleChoice

[FSC Features and Functionality]

Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

Options

ALeverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.

BImplement deduplication rules in Salesforce and let the integration handle the updates to the source system.

CCreate a custom Person Account hierarchy to link duplicate client records.

DCreate custom components to provide a single view of the client.

ELink individuals using related contacts to link duplicate client records

Answer
A

Question No: 3

MultipleChoice

[FSC Features and Functionality]

Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

Options

AThe Salesforce Admin can manage sensitive Life Evenls using sharing rules.

BThe Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.

CThe Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

DThe Salesforce Admin can manage sensitive Life Events using Permission Sets.

Answer
C

Question No: 4

MultipleChoice

Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?

Options

AFranchise users will need to switch their browsers to a platform that supports Lightning Web Components.

BSalesforce FSC only allows 1,024 public groups.

CThe administrator can define up to 300 total sharing rules for each object.

DFranchise users can have multiple roles in the hierarchy.

Answer
CExplanation

The architect at Cumulus Insurance should be aware of the limitation that the administrator can define up to 300 total sharing rules for each object when using the Role Hierarchy and sharing rules to implement the franchise business model. Sharing rules are a way of granting additional access to records based on criteria, such as record owner, role, or field values. The Role Hierarchy is a way of organizing users into a hierarchy that reflects the reporting structure of the company. The Role Hierarchy and sharing rules can be used together to control the access and visibility of records for different users in Financial Services Cloud. However, there is a limit of 300 sharing rules per object, which means that the administrator may need to use other methods, such as public groups or manual sharing, to grant access to records beyond this limit.

[Sharing Rules]

[Role Hierarchy]

[Sharing Rule Limits]

Question No: 5

MultipleChoice

An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

Options

AUtilize Insurance Flow Templates.

BCreate an Action Plan Template for capturing beneficiary data and payment information.

CProvide a better user interface by building Lightning web components for beneficiary data and payment information.

DInstall an Insurance Data AppExchange package.

Answer
AExplanation

A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.

[Insurance Flow Templates]

[Customize Insurance Flows]

Question No: 6

MultipleChoice

Which three standard fields are available to track a customer's retirement goal process?

Options

ATarget Value

BActual Value

CTotal Value

DTarget Date

EContributions

Answer
A, B, D

Question No: 7

MultipleChoice

What capabilities included in the FSC license can assist bankers in focusing on the most promising referrals?

Options

AEinstein Referral Scoring for FSC

BReferral Routing Rules

CIntelligent Need-Based Referrals and Scoring

DReferral Approval Processes

Answer
C

Question No: 8

MultipleChoice

Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.

What is the best practice for Sue Berry to identify her top referrers quickly?

Options

ALog referrers in Salesforce using the Lead object and create a ''My top Referrers'' report.

BLog each referral as an activity and create a dashboard.

CUse the Referral Performance by User dashboard to get the data.

DUse Action Plans to create Referral Records.

Answer
A, B, D

Question No: 9

MultipleChoice

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce FSC.

When is the Referral Score updated?

Options

AThe Referral Score updated when a lead is created using the referral record type.

BThe Referral Score updated when an opportunity associated with the Referral is Closed Won.

CThe Referral Score updated when a referral is converted to an Opportunity or closed.

DThe Referral Score updated when a referral is assigned from the queue to a user.

Answer
C

Question No: 10

MultipleChoice

What benefits do Flows for FSC offer to support customer onboarding?

Options

AFlows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

BFlows provide step-by-step guidance for common service requests, such as change of address, or change
of beneficiary without the need to navigate to different screens.

CFlows enable customers to schedule appointment via customer communities, mobile apps, or websites.

DFlows enable customers to schedule appointments via customer communities, mobile apps, or websites.

EFlows enable customers to book appointments with the right specialist at the right time and place through self-service scheduling

Answer
B

Question No: 11

MultipleChoice

Which 3 out of the box capabilities come with FSC Lead & Referral management?

Options

AAccepting a Referral

BAssigning a Referral

CRound Robin Referral Routing

DReferral Automated Approvals

EReferral Conversion

Answer
A, B, E

Question No: 12

MultipleChoice

Which three of these statements are true for Rollup By Lookup (RBL) in FSC?

Options

ARollup By Lookup (RBL) do not require a lot of processing power.

BPerson Accounts need to be enabled in order to use the Rollup by Lookup functionality.

CAn RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

DThe Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.

ESalesforce does not recommend or provide support for creation or customization of FSC RBL rules.

Answer
B, C, E

Question No: 13

MultipleChoice

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and

wants to rollup financial data at the client and group levels? What functionality can Rollup

By Lookup (RBL) provide for this requirement?

Options

ARollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

BRollups for multiple joint owners are not supported.

CWhen you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL)
configuration updates the corresponding RBL summaries at the client and Group levels.

DAn RBL rule displays summary calculations of financial account information, such as account balances.

ERBL calculations can't be disabled when importing data into your Salesforce org.

Answer
A, C, D

Question No: 14

MultipleChoice

What 3 functionalities are supported by the Relationship Map and Group Builder?

The Relationship Map and Group Builder allows the user to:

Options

Adefine the Primary Group for a Member.

Bdisplay Financial Holdings.

Cdefine what data is being rolled up to the Household.

Denable or disable Enable Rollup Summary calculations.

Edefine the Role of the Members of the Household

Answer
A, C, E

Question No: 15

MultipleChoice

If a client is associated with more than one Household or Group, where will this client's records get rolled up to?

Options

ATo the household selected by the advisor for record rollups.

BTo the Household where the client is the primary member.

CTo the household with the client's primary address.

DTo all the parent households and groups

Answer
B

Question No: 16

MultipleChoice

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?

Options

AContact

BLead

CAccount

DResidential Loan Application

EOpportunity

Answer
A, B, E

Question No: 17

MultipleChoice

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts?

Options

ALog a case with Salesforce to perform the conversion from Person Accounts to the individual model.

BAssign the Person Account record type to the user profiles.

CDisable the Person Account custom setting.

DRemove Person Account record types from the Individual Record Type Mapper.

EAssign the Individual record type to the user profiles.

Answer
C, D, E

Question No: 18

MultipleChoice

What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

Options

AFlows enable customers to schedule appointments via customer communities, mobile apps. or websites.

BFlows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

CFlows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

DFlows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

EFlows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Answer
B

Question No: 19

MultipleChoice

The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a member's

Financial Account Balances are not adding up to the Financial Summary field in the

related Household. Which two steps should the admin take to troubleshoot the issue?

Options

AEnsure a RollUpByLookup batch job is scheduled to run every 15 mins.

BEnsure the reported household is the Primary Group for the member.

CEnsure RollupByLookup Configuration is Active.

DEnsure that the member is the Primary Member in that Household.

EEnsure the Primary Group flag in the Account record is checked

Answer
B, C

Question No: 20

MultipleChoice

Which three Group Member data points can be rolled up to the Group level?

Options

ALoans

BFinancial Goals

CApprovals

DReferrals

ETasks

Answer
A, D, E

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