Instantly download AP-208 updated real questions
Pass your actual test at first attempt with Salesforce AP-208 training material
Updated: Jul 18, 2026
No. of Questions: 172 Questions & Answers with Testing Engine
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Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?
A) Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
B) Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
C) Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
D) Use a third party from AppExchange add-on to implement currency conversions.
2. What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
A) Einstein Referral Scoring for Financial Services Cloud
B) Intelligent Need-Based Referrals and Scoring
C) Referral Approval Processes
D) Referral Routing Rules
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) Interest Tags
B) Engagement Topics
C) Topics
D) Alerts
4. 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: Account-Account Relationship; Field: Related Role
B) Object: Financial Account Role; Field: Role
C) Object: Financial Account; Field: Primary Owner
D) Object: Financial Account; Field: Joint Owner
5. The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
A) Create lookup fields on the Financial Account object to support additional owners
B) Map additional owners using the Financial Account Role.
C) Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
D) Map additional owners using theActionable Relationship Center.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: B |
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