Salesforce AP-208 Exam Questions : Financial Services Cloud Accredited Professional

  • Exam Code: AP-208
  • Exam Name: Financial Services Cloud Accredited Professional
  • Updated: Jul 07, 2026
  • Q&As: 172 Questions and Answers

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?

A) Use the Data Consumption Framework to connect to the bank'smiddleware.
B) Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.
C) Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
D) Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.


2. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A) Enable and configure person accounts in FSC, and assign users with permission set licenses.
B) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
C) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
D) Beyond the preconfigured settings, evaluate whether they need advanced customizations.
E) Review the out-of-the-box capabilities and compare them to the company's current needs.


3. Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?

A) Assign or remove permission sets for users in their delegated groups.
B) Unlock users.
C) Set organization-wide sharing defaults on custom objects.
D) Create and manage membership of specified public groups.
E) Modify permission sets.


4. A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to interest tags?

A) FSC Standard permission set
B) FSC Extension permission set
C) FSC Basic permission set
D) FSC Foundations permission set


5. During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

A) Discovery Framework forms cannot be deployed to Communities,
B) FSC Discovery Framework allows archiving questions.
C) Discovery Framework creates highly capable forms with integrations and advanced logic.
D) Discovery Framework can create both standard and hierarchical questions.
E) Discovery Framework is built based on Salesforce Flow.


Solutions:

Question # 1
Answer: B
Question # 2
Answer: B,D,E
Question # 3
Answer: A,B,D
Question # 4
Answer: B,D
Question # 5
Answer: B,C,D

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