Salesforce Accredited Agentforce Financial Services Professional : AP-208

  • Exam Code: AP-208
  • Exam Name: Salesforce Accredited Agentforce Financial Services Professional
  • Updated: Oct 02, 2026
  • Q & A: 112 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Analytics and Reporting12%- Financial Services Cloud reports and dashboards
- Custom reporting requirements
- Key metrics for financial advisors
Client Management15%- Client lifecycle management
- Relationship types and hierarchy
- Household management
- Client profiling and segmentation
Financial Services Cloud Overview10%- Key differentiators from standard Salesforce CRM
- Use cases for Banking, Wealth Management, and Insurance
- Core capabilities of Financial Services Cloud
Data Model and Architecture18%- Financial Account and Financial Holding objects
- Individual and Household data model
- Relationship mapping between accounts and contacts
- Custom objects for financial products
Implementation and Configuration10%- Best practices for deployment
- Security model considerations
- Setup and configuration basics
Wealth Management Capabilities20%- Financial goals and planning
- Investment portfolio management
- Performance monitoring
- Asset allocation tracking
Banking and Lending Features15%- Compliance and regulatory considerations
- Account aggregation
- Digital lending workflows

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #1

A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data.
The agent wants the following information displayed:
- Account information including account name, phone, and website
- Active opportunities related to the Account
- Active insurance policies related to the Account
- The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?

  • A. Parent FlexCard with multiple Child Flex Cards and Card Actions
  • B. Parent FlexCard with single Child and Card Actions
  • C. Parent FlexCard with single Child and multiple Card States
  • D. Parent FlexCard with multiple Children and different Card States
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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Question #2

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in Financial Services Cloud at a client or group level. What should the administrator configure to meet the requirement?

  • A. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
  • B. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rollup__c lookup field
  • C. Client-level records are aggregated by setting up client-level rollups to all primary group members.
  • D. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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Question #3

The investor relations director of a large insurance company just published a press release after the company ' s Quarterly Earnings Call to report about its digital transformation implementing Agentforce Financial Services. Which three value outcomes should the company ' s stakeholders expect?

  • A. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the Financial Services Home Page
  • B. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via Financial Services Action Plans
  • C. Streamlined the entire deal lifecycle with Agentforce Financial Services, leveraging relationship maps and interaction history in business development/discovery to accelerate pipe management and research
  • D. Achieved higher CSAT and NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for Agentforce Financial Services
  • E. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
Reveal Solution  Discussion  0

Correct Answer: B,D,E  🗳️

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Question #4

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

  • A. Create a custom picklist on the Financial Account object to track the Type.
  • B. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
  • C. Configure Financial Account record types to match the required categories.
  • D. Add the Financial Account List component to the Account Lightning record page.
  • E. Configure the Financial Account List components for each required category.
Reveal Solution  Discussion  0

Correct Answer: C,D,E  🗳️

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Question #5

The system administrator hears at a retail consumer bank just received close migration instructions and guidance on Data Loader from their Salesforce outcheck to upgrade the existing Service Cloud.org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?

  • A. 1. Financial accounts 2. Accounts and contacts 3. Account groups
  • B. 1. Accounts and contacts 2. Households 3. Financial accounts
  • C. 1. Accounts are contacts 2. Financial accounts 3. Account groups and households
  • D. 1. Households 2. Financial accounts 3. Person accounts
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

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