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Exam Code: AP-208
Exam Name: Salesforce Accredited Agentforce Financial Services Professional
Updated: Oct 13, 2026
Q & A: 112 Questions and Answers
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| Section | Objectives |
|---|---|
| Topic 1: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 2: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 3: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Topic 4: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 5: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
s. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
Correct Answer: A,B,D 🗳️
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Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Correct Answer: A 🗳️
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A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can ' t find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
Correct Answer: C,D 🗳️
Explanation: Only visible for ITexamReview members. You can sign-up / login (it's free).
A new custom object has been created, and the records of this object will be created through integration with another system. What should a consultant do to ensure the data is loading into the correct fields in Agentforce Financial Services?
Correct Answer: D 🗳️
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A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data.
The agent wants the following information displayed:
- Account information including account name, phone, and website
- Active opportunities related to the Account
- Active insurance policies related to the Account
- The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?
Correct Answer: C 🗳️
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