Salesforce Financial Services Cloud Accredited Professional : AP-208

  • Exam Code: AP-208
  • Exam Name: Financial Services Cloud Accredited Professional
  • Updated: Jun 05, 2026
  • Q & A: 172 Questions and Answers

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AP-208 exam dumps

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A) Claims Management
B) MobileClaimSubmission
C) Policy Administration
D) Quote, Rate, and Apply
E) Quote Creathqn Toolbox


2. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A) The user does not have "Mortgage User" checked in their user record.
B) The administrator did not assign the Mortgage permission set to the user.
C) The administrator did not enable "Allow Mortgage Access" in Setup.
D) The Residential Loan Application flow was not enabled in the setup.


3. Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?

A) Opportunity management
B) Client onboarding
C) Performance reporting
D) Financial accounts management


4. What are two language-related limitations of Financial Services Cloud?

A) Predefined reciprocal roles are available only in English.
B) Referral record type labels are supported only in English.
C) Custom component labels are supported only in English.
D) Flows are available only in English.


5. A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?

A) Account Account Relationship
B) Account Contact Relationship
C) Contact-Contact Relationship
D) Person Account


Solutions:

Question # 1
Answer: A,C,D
Question # 2
Answer: B
Question # 3
Answer: D
Question # 4
Answer: A,B
Question # 5
Answer: A

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