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Salesforce AP-208 exam : Salesforce Accredited Agentforce Financial Services Professional

AP-208 Exam Simulator
  • Exam Code: AP-208
  • Exam Name: Salesforce Accredited Agentforce Financial Services Professional
  • Updated: Oct 16, 2026
  • Q & A: 112 Questions and Answers
  • Salesforce AP-208 Q&A - in .pdf

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Salesforce AP-208 Exam Syllabus Topics:

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

Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

Question #1

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?

  • A. OmniStudio Integration Procedures
  • B. Data Processing Engine
  • C. Industry Integration Solutions with the MuleSoft Anypoint Platform
  • D. Data Consumption Framework
  • E. OmniStudio DataRaptors
Reveal Solution  Discussion  0

Correct Answer: A,C,E  🗳️

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Question #2

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

  • A. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
  • B. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
  • C. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
  • D. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
  • E. RBL rules do not require a lot of processing power.
Reveal Solution  Discussion  0

Correct Answer: A,B,C  🗳️

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Question #3

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

Correct Answer: B,D,E  🗳️

Explanation: Only visible for ITExamSimulator members. You can sign-up / login (it's free).

Question #4

A wealth client owns a boutique shoe store called Smith ' s Shoes. Their financial advisor would like to add this relationship to Agentforce Financial Services to track the complete picture of relationships related to the wealth client ' s household. Which three options should the Agentforce Financial Services consultant use when mapping this relationship in Agentforce Financial Services?

  • A. Contact object
  • B. Account object - Household record type
  • C. Account Contact Relationship object
  • D. Account object - Business record type
  • E. Account Account Relationship object
Reveal Solution  Discussion  0

Correct Answer: B,D,E  🗳️

Explanation: Only visible for ITExamSimulator members. You can sign-up / login (it's free).

Question #5

A consultant is configuring a demo for a customer but cannot create new residential loan application 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 user does not have " Mortgage User " checked in their user record.
  • C. The administrator did not enable " Allow Mortgage Access " in Setup.
  • D. The administrator did not assign the Mortgage permission set to the user.
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

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