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

AP-208 Exam Questions
  • 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
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
          - Data migration and integration strategy
          - User experience and interface design
          Delivery and Configuration46%- Initial setup and package installation
          - Configure core FSC features
          • 1. Householding and roll-up summaries
            • 2. Actionable Relationship Center
              • 3. Financial goals and action plans
                - Integration and data exchange
                - Reporting, dashboards, and analytics
                - Automation and workflows
                • 1. Flow, Process Builder, and OmniStudio
                  Discovery12%- Identify requirements and define solution scope
                  - Analyze business processes and system architecture
                  - Determine compliance and regulatory considerations

                  Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

                  Question #1

                  What are the three building blocks of Flow Orchestration?

                  • A. Processes
                  • B. Work Items
                  • C. Blocks
                  • D. Stages
                  • E. Steps
                  Reveal Solution  Discussion  0

                  Correct Answer: B,D,E  🗳️

                  Explanation: Only visible for RealExamFree 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. Chatter has to be enabled for Action Plans via Chatter settings in setup.
                  • 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. Admin user has to be assigned the Action Plans permission set.
                  Reveal Solution  Discussion  0

                  Correct Answer: B  🗳️

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

                  Question #3

                  A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?

                  • A. Understand the journey for the multiple personas involved in the process.
                  • B. Determine the best e-signature solution to use.
                  • C. Design the solution using Agentforce Financial Services components.
                  • D. Create a visual flow diagram.
                  • E. Document the business process flows.
                  Reveal Solution  Discussion  0

                  Correct Answer: A,D,E  🗳️

                  Explanation: Only visible for RealExamFree 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. Account Account Relationship object
                  • B. Account Contact Relationship object
                  • C. Account object - Household record type
                  • D. Account object - Business record type
                  • E. Contact object
                  Reveal Solution  Discussion  0

                  Correct Answer: A,C,D  🗳️

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

                  Question #5

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

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

                  Correct Answer: B,D,E  🗳️

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

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