Updated: Aug 19, 2026
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| Certification Vendor: | Salesforce |
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional |
| Exam Number: | AP-208 |
| Related Certifications: | Salesforce Certified Administrator Salesforce Certified Sales Cloud Consultant |
| Exam Price: | $200 USD |
| Certificate Validity Period: | 2 years |
| Exam Duration: | 90 minutes |
| Real Exam Qty: | 65 |
| Exam Format: | Multiple Choice, Multi-Select |
| Passing Score: | 65% |
| Available Languages: | English |
| Sample Questions: | Salesforce AP-208 Sample Questions |
| Exam Way: | Online proctored exam or in-person testing center |
| Pre Condition: | Recommended: Salesforce Administrator certification and hands-on experience with Financial Services Cloud |
| Official Syllabus URL: | https://www.salesforce.com/services/education/training/ |
| Section | Weight | Objectives |
|---|---|---|
| Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud |
| Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Client Management | 15% | - Client profiling and segmentation - Client lifecycle management - Relationship types and hierarchy - Household management |
| Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| Data Model and Architecture | 18% | - Custom objects for financial products - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts - Individual and Household data model |
| Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Wealth Management Capabilities | 20% | - Asset allocation tracking - Performance monitoring - Investment portfolio management - Financial goals and planning |
1. An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?
A) 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.
B) 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.
C) When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
D) Client-level records are aggregated by setting up client-level rollups to all primary group members.
2. A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
A) Use a CSV file with the data created and use Data Loader to map to the correct field
B) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
C) Ensure custom metadata is configured and each custom metadata record details where the data will be sent
D) Create a junction object between the external system and the new customer object where the data will reside
3. 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?
A) The Admin can change the color of important life events to red.
B) The Admin can customize the order of life events to be set in chronological order.
C) The user can change the color of important life events to red.
D) The user can customize the order of life events to be set in chronological order
4. 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 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.
B) Use the Data Consumption Framework to connect to the bank'smiddleware.
C) Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.
D) 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.
5. A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
A) In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
B) Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
C) Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
D) In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: C | Question # 5 Answer: A,C |
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