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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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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Integration and data exchange - Configure core FSC features
- Automation and workflows
|
| Topic 2: Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
| Topic 3: Define and Design | 42% | - User experience and interface design - Data migration and integration strategy - Data model, objects, and relationships
|
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?
Correct Answer: C 🗳️
Explanation: Only visible for ITexamReview members. You can sign-up / login (it's free).
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?
Correct Answer: B 🗳️
Explanation: Only visible for ITexamReview members. You can sign-up / login (it's free).
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?
Correct Answer: D 🗳️
Explanation: Only visible for ITexamReview members. You can sign-up / login (it's free).
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?
Correct Answer: A 🗳️
Explanation: Only visible for ITexamReview members. You can sign-up / login (it's free).
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?
Correct Answer: B,C 🗳️
Explanation: Only visible for ITexamReview members. You can sign-up / login (it's free).
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