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

  • Exam Code: AP-208
  • Exam Name: Salesforce Accredited Agentforce Financial Services Professional
  • Updated: Oct 14, 2026
  • Q&As: 112 Questions and Answers

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AP-208 exam dumps

Salesforce AP-208 Exam Syllabus Topics:

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

                  Salesforce Accredited Agentforce Financial Services Professional Sample Questions:

                  Question #1

                  A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

                  • A. Object: Financial Account; Field: Joint Owner
                  • B. Object: Financial Account Role; Field: Role
                  • C. Object: Financial Account; Field: Primary Owner
                  • D. Object: Account-Account Relationship; Field: Related Role
                  Reveal Solution  Discussion  0

                  Correct Answer: B  🗳️

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

                  Question #2

                  A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted. Which action should the consultant take in Agentforce Financial Services to address the institution ' s concern?

                  • A. Enable and implement the appropriate Regulation checkbox on the client record to track their request.
                  • B. Integrate the Consent object with their Consent Platform to track it in Salesforce.
                  • C. Hide the client ' s contact information and add an approval process for allowing a user to access it to contact the client.
                  • D. Implement Consent Management for Agentforce Financial Services.
                  Reveal Solution  Discussion  0

                  Correct Answer: D  🗳️

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

                  Question #3

                  Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization ' s repetitive business processes.
                  Which use case is a suitable fit for Flow Builder?

                  • A. Suggest offers and actions to users that are tailored to meet an organization ' s unique business criteria.
                  • B. Perform an operation for more records than schedule-triggered flows allow.
                  • C. Coordinate multiple flows and assign them to multiple teams or individuals.
                  • D. Collect input from internal users with a form placed on a Lightning page or launched by a button.
                  Reveal Solution  Discussion  0

                  Correct Answer: D  🗳️

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

                  Question #4

                  An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
                  * The user has to enter contact and address information.
                  * The user has to enter the driver ' s age and the car model and year.
                  * The process should calculate an insurance quote based on the data the customer provided and save the offer to the client ' s record.
                  Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

                  • A. OmniScripts
                  • B. FlexCards
                  • C. Business Rules Engine
                  • D. Integration Procedures
                  • E. APEX Code
                  Reveal Solution  Discussion  0

                  Correct Answer: A,C,D  🗳️

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

                  Question #5

                  s. Cumulus Bank ' s mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process. Which two features should a consultant suggest to Cumulus Bank to implement?

                  • A. A " Mortgage Application " custom object to hold the collected client data
                  • B. Flow Builder to automate these business processes
                  • C. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
                  • D. A Data Import Wizard to upload the data collected in spreadsheets
                  Reveal Solution  Discussion  0

                  Correct Answer: B,C  🗳️

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