Make success possible with our Latest and Unique Accredited Professional Certification Financial-Services-Cloud Practice Exam!
Name: Financial Services Cloud Accredited Professional (AP-208)
Exam Code: Financial-Services-Cloud
Certification: Accredited Professional Certification
Vendor: Salesforce
Total Questions: 168
Last Updated: October 10, 2025
505 Satisfied Customers
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A Financial Services Cloud (FSC) administrator is setting up a permission set forActionable Relationship Center. Which license should the administrator select on thePermission Set setup page?
A. FSC Standard
B. FSC Basic
C. OmniStudio
D. FSC Extension
ANSWER : A
Lake Tahoe Bank is rolling out FinancialServices Cloud and the VP of IT is concernedabout the cost of the licenses. The System Admin recommends using restricted licenses forusers that need only limited access to Financial Service Cloud features. Which FinancialServices Cloud permission set license enables user access to a license with contractualrestrictions for Financial Services Cloud and can be used to grant restricted access tousers like Bank Tellers?
A. Financial Services Cloud Standard
B. Client Segmentation
C. Financial Service CloudBasic
D. Financial Service Cloud Extension
ANSWER : C
An investment banker is looking to take detailed meeting notes and share them easily withhis colleagues while specifying confidentiality and meeting attendees. Which FinancialServices Cloud feature should a consultant recommend in this scenario?
A. Notes
B. Events
C. Engagement Interaction
D. Interaction Summary
ANSWER : D
Which of the following statements are correct when creating Financial Goals?
A. Users can only create savings oriented goals.
B. Users require the Financial Goals permission set to works with Financial Goals
C. Users can associate a goal with a specific Financial Account.
D. Users can create goals for paying down debt
ANSWER : D
What feature does a Salesforce Administrator need to enable so users can see all thereferrals for the members of a group?
A. Referral Scoring
B. Referrals Rollups
C. Group Member Referrals
D. ReferralGroup Process Builder
ANSWER : B
Which two limitations should a Salesforce Administrator consider before enabling PersonAccounts?
A. Person Accounts can be enabled and disabled only by contacting Salesforce Support
B. Person Accounts cannot be disabled once they were enabled
C. Creating a client record via Salesforce Inbox is not supported.
D. AppExchange packages will not work if Person Accounts are enabled
ANSWER : B,C
What does the Salesforce Admin have to install to provide users access to referraldashboards and reports?
A. The managed extension package for intelligent Need-Based Referrals and Scoring
B. Einstein Analytics for Financial Services
C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D. Salesforce CRM Dashboards
ANSWER : C
A financial services company wants to plan ahead for designing the Financial ServicesCloud (FSC) implementation. Which three activitiesshould the implementation teamprioritize during planning?
A. Prepare for integrations with transactional systems, external data sources, custodians,and any other platforms that the company's business relies on.
B. Beyond the preconfigured settings, evaluate whether they need advancedcustomizations.
C. Enable and configure person accounts in FSC, and assign users with permission setlicenses.
D. Review the out-of-the-box capabilities and compare them to the company's currentneeds.
E. Design the modifications to fields, picklists, layouts, and othKrequired features tosupport business processes.
ANSWER : A,B,D
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewingcertain types of milestones that might be irrelevant to their customers or might causenegative sentiment. How can the Salesforce Admin implement such a requirement?
A. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
B. The Salesforce Admin can hide the life Event or Business Milestone type, by removing itfrom the Event Type picklist.
C. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component onthe Lightning Page using the Properties pane.
D. TheSalesforce Admin can manage sensitive Life Events using Permission Sets.
ANSWER : C
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FinancialServices Cloud. Their Salesforce Admin is considering whether to use a new Salesforceorg or upgrade the existing org. Which three of the considerations below indicate that anew Salesforce org is the better choice9
A. The bank wants to use this project as an opportunity toretire customization
B. The current implementation is using a product-centric view and the bank wants to moveto a customer-centric view.
C. Data migration is a big concern The current org has a large amount of data and theBank wants to minimize data migration efforts.
D. The bank has limited redesign opportunities for business capabilities.
E. Existing business capabilities and processes can be redesigned to deliver a higherbusiness impact
ANSWER : A,B,E
During a Financial Services Cloud implementation at an insurance company, a consultantneeds to design a broker data model for the broker web portal. The given requirements are:1. Brokers are treated individually, even if they are associated with the same company.2. Brokers should never have access to other brokers' data.3. Brokers can nominate their assistants to access the broker portal.4. An assistant can sometimes work for multiple brokers.Which two considerations should the consultant consider regarding the data model?
A. The Broker Assistant should be modeled as a Contact. Then, leverage Contact toMultiple Account features if this assistant needs to work for multiple brokers.
B. Brokers should be modeled as Contact and the Broker company should be modeled asAccount, even if they're a legal entity '-' individually.
C. Brokers need to be modeled as Account and Contact individually, as each broker is alegal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
D. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contactassociation if they need work for multiple D Brokers.
ANSWER : A,C
A retail bank is using Financial Services Cloud to support its operations.The bank hasreceived complaints that its clients' documentation is often submitted late and when clientscall, customer service agents are struggling with multiple systems to determine where thedocumentation is.Which solution should a consultant suggestthe client explore?
A. A Marketing Cloud integration to manage client communications
B. An APEX solution to leverage the SendMail capabilities of Salesforce
C. Process Builder to create automatl&Socument requests for missing items
D. The Send Documents flow for Retail Banking
ANSWER : D
Which three referral metrics aretracked with custom components included in FinancialServices Cloud?
A. Web to Lead Referrals
B. Expressed interests
C. My Top Referrers
D. My Approved Referrals
E. Referrals Assigned to me
ANSWER : B,C,E
A consulting firm is asked to add Events and Milestones to a Lightning record page to givefinancial advisors deeper insights into their customers' lives.What should the consultant configure to enable advisors to capture Once-in-a-Lifetimeevents and, at the same time, prevent users from accidentally creating more thanone event of such an event type?
A. Once-in-a-Lifetime event types
B. Special event types
C. Single event types
D. Unique event types
ANSWER : D
How can the Salesforce Admin change the configuration to summarize Financial Goals atthe household level?
A. Add a custom Rollup By Lookup (RBL) rule.
B. Financial Goalscan not be summarized at the household level.
C. Create a formula field and add it to the Account page layout
D. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
ANSWER : D
The system administrator team at a retail consumer bank just received data migrationinstructions and guidance on Data Loader from their Salesforce architect to upgrade theexisting 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. Accounts and contacts2. Financialaccounts3. Account groups and households
B.1. Financial accounts2. Accounts and contacts3, Account groups
C.1. Accounts and contacts2. Households3. Financial accounts
D.1. Households2. Financial accounts3. Person accounts
ANSWER : A
Our Personal Banker Hank Burton wants to encourage his customers to providerequireddocuments for a loan application. He creates Document Checklist Items that helphis customers to manage file uploads to speed up loan approval. For which of the followingrecords does Salesforce support Document Checklist Items out of the box? (ChooseThree)
A. Contact
B. Lead
C. Account
D. Residential Loan Application
E. Opportunity
ANSWER : C,D,E
A consultant is working with a new customer and has gained a firm understanding of theirbusiness processes and systems in preparation for implementing Salesforce FinancialServices Cloud.What should the consultant create as a deliverable for the current state business process?
A. Word document telling the story of the process from the user's perspective
B. An Excel spreadsheetwith steps of the process as rows, and systems and personas incolumns
C. An end-to-end visualjmap of the process using personas, systems, inputs, andoutcomes
D. A Powerpoint deck wftJscreenshots of the current systems and callouts to what ishappening oneach slide
ANSWER : C
How are identification documents, other assets, liabilities, goals, and revenue modeled, inan existing Financial Services Cloud org using the individual account model?
A. An administrator is logged in to DataLoader with their own credentials to insert newBusiness Account records into their Salesforce environment. They forget to specify theAccount Owner field in the import file.
B. Assuming there are no other issues, what should happen when the administratoruploadsthe import file?The Attachment object is used to represent other assets, liabilities, and goals. In theindividual model, these attachments are related to the Account object.
C. Custom obiects are used to represent other assets, liabilities, and goals. In the individualmodel, these objects are related to the Account oJ Nj.
D. Document, Note, and Attachment objects are used to represent other assets, liabilities,and goals. In the individual model, these objects are related to the person account.
ANSWER : B
A consultant is configuring a demo for a customer but cannot create new residential loanapplication records. What is prohibiting the consultant from creating a new residential loan application?
A. The Residential Loan Application flow was not enabled in the setup.
B. The administrator did not enable "Allow Mortgage Access" inSetup.
C. The user does not have "Mortgage User" checked in their user record.
D. The administrator did not assign the Mortgage permission set to the user.
ANSWER : D
An insurance company wants to create a car insurance quote process for its website. Theprocess should include the following functionality:• The user has to enter contact and address information.• The user has to enter the driver's age and the car model and year.• Theprocess should calculate an insurance quote based on the data the customerprovided and save the offer to the client's record.Which three OmniStudio tools should the consultant use to design a solution that meetsthese requirements?
A. OmniScripts
B. Integration Procedures
C. FlexCards
D. APEX Code
E. Business Rules Engine
ANSWER : A,B,E
The Actionable Relationship Center (ARC) is using the Association Type picklist to controlthe account-account relationships. Which three of the following names are AssociationType picklist field values?
A. Member
B. Group
C. Trust
D. Family
E. Peer
ANSWER : C,D,E
Which two statements are true for aGroup in Financial Services Cloud?
A. Financial Services Cloud includes a group record type for households
B. A group is a type of account record that people and businesses can be related tothrough the Financial Account relationship object
C. A group is atype of account record that people and businesses can be related to throughthe account contact relationship object.
D. Financial Services Cloud includes a group record type for businesses
ANSWER : A,C
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance inthe clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
A. Hank will be able to see the Action Plan tasks on the related list of the Account pagelayout.
B. Hank will be able to see the Action Plan Tasks assigned to him on the standardSalesforce task list.
C. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
D. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
ANSWER : A,B
Cumulus Insurance's business processes are quite complex, and steps in the process mayvary dependingon the information captured.Which three actions regarding functionality and features should a consultant suggestexploring to help guide Cumulus Insurance users through these processes?
A. Build custom Lightning pages that correspond to each stage of thebusiness process.
B. Configure Dynamic Actions for Lightning pages.
C. Enable In-App Guidance to provide walk-throughs.
D. Use flows to remove the neea for complex Lightning pages.
E. Configure Dynamic Lightning pages.
ANSWER : B,C,D
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