Salesforce Accredited Agentforce Financial Services Professional : AP-208

AP-208 real exams

Exam Code: AP-208

Exam Name: Salesforce Accredited Agentforce Financial Services Professional

Updated: Oct 11, 2026

Q & A: 112 Questions and Answers

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Salesforce AP-208 Exam Syllabus Topics:

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

                  Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

                  Question #1

                  An Agentforce Financial Services administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?

                  • A. Financial Services Cloud Extension
                  • B. Financial Services Cloud Basic
                  • C. Financial Services Cloud Standard
                  • D. OmniStudio
                  Reveal Solution  Discussion  0

                  Correct Answer: C  🗳️

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

                  Question #2

                  A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?

                  • A. Admin user has to be assigned the Action Plans permission set.
                  • B. Feed tracking has to be enabled for the Action Plan object.
                  • C. Salesforce is yet to roll out Chatter for the Action Plan object.
                  • D. Chatter has to be enabled for Action Plans via Chatter settings in setup.
                  Reveal Solution  Discussion  0

                  Correct Answer: B  🗳️

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

                  Question #3

                  A wealth management firm is looking to start tracking its clients ' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

                  • A. Engagement Topics
                  • B. Alerts
                  • C. Topics
                  • D. Interest Tags
                  Reveal Solution  Discussion  0

                  Correct Answer: D  🗳️

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

                  Question #4

                  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. 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.
                  • C. Client-level records are aggregated by setting up client-level rollups to all primary group members.
                  • D. 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
                  Reveal Solution  Discussion  0

                  Correct Answer: A  🗳️

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

                  Question #5

                  An Agentforce Financial Services administrator wants to create a new Financial Services permission set that includes the Access Interest Tags for Financial Services Cloud permission. Which two permission sets should be cloned to create this new permission set and give access to interest tags?

                  • A. Financial Services Cloud Basic permission set
                  • B. Financial Services Cloud Foundations permission set
                  • C. Financial Services Cloud Extension permission set
                  • D. Financial Services Cloud Standard permission set
                  Reveal Solution  Discussion  0

                  Correct Answer: B,C  🗳️

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

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