Salesforce AP-208 : Salesforce Accredited Agentforce Financial Services Professional

AP-208 real exams

Exam Code: AP-208

Exam Name: Salesforce Accredited Agentforce Financial Services Professional

Updated: Oct 16, 2026

Q & A: 112 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:

SectionWeightObjectives
Discovery12%- Determine compliance and regulatory considerations
- Identify requirements and define solution scope
- Analyze business processes and system architecture
Delivery and Configuration46%- Reporting, dashboards, and analytics
- Automation and workflows
  • 1. Flow, Process Builder, and OmniStudio
    - Configure core FSC features
    • 1. Financial goals and action plans
      • 2. Actionable Relationship Center
        • 3. Householding and roll-up summaries
          - Initial setup and package installation
          - Integration and data exchange
          Define and Design42%- Security and access design
          • 1. Role hierarchy, sharing rules, and field-level security
            • 2. Compliance and data privacy controls
              - Data model, objects, and relationships
              • 1. Person accounts, households, and relationship mapping
                • 2. Financial accounts, holdings, and products
                  - User experience and interface design
                  - Data migration and integration strategy

                  Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

                  Question #1

                  What actions can a Wealth Advisor take from the Life Events card?

                  • A. Create Opportunity
                  • B. Open an Account
                  • C. Create Case
                  • D. Request Record Approval
                  • E. Create Lead & Referral
                  Reveal Solution  Discussion  0

                  Correct Answer: A,D,E  🗳️

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

                  Question #2

                  During a project ' s design phase, a consultant must provide an Agentforce Financial Services solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?

                  • A. Activities related to an Opportunity provide independent sharing, so call details for an Opportunity record will not automatically be shared up the hierarchy.
                  • B. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
                  • C. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
                  • D. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can ' t be turned off.
                  • E. Role Hierarchy-based sharing is disabled by default in CDS.
                  Reveal Solution  Discussion  0

                  Correct Answer: B,C,D  🗳️

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

                  Question #3

                  Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a FlexCard for weather conditions in the console to ensure the agents can access the information. The FlexCard needs to provide fields extracted from a weather API and an account field from Salesforce. Which method should the consultant use, according to best practices?

                  • A. Integration Procedure
                  • B. DataRaptor Extract
                  • C. Streaming API
                  • D. APEX classes
                  Reveal Solution  Discussion  0

                  Correct Answer: A  🗳️

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

                  Question #4

                  It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data. Which two items should be configured?

                  • A. An Integration User and Integration Profile to enable the connection
                  • B. A Lightning web component to restrict data from users
                  • C. A flow to get the data into Salesforce
                  • D. Objects and fields to store the data
                  Reveal Solution  Discussion  0

                  Correct Answer: A,D  🗳️

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

                  Question #5

                  Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Agentforce Financial Services objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports ' records. Which three security settings must be set up in Salesforce to meet these requirements?

                  • A. Custom permission sets and out-of-the-box Agentforce Financial Services permission sets should be configured or updated and assigned to all users for the use of Agentforce Financial Services components and field-level security.
                  • B. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
                  • C. Only Custom Profiles should be configured and assigned to all users to use Agentforce Financial Services components and field-level security. The administrator should configure custom profiles and assign them to all users.
                  • D. Each object sharing should be set up, explicitly sharing each user ' s record with the manager.
                  • E. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
                  Reveal Solution  Discussion  0

                  Correct Answer: A,B,E  🗳️

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

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