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Last Updated: Oct 10, 2026
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 2: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 3: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 4: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Data security and sharing models - Reporting and dashboards in Financial Services Cloud |
| Topic 5: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A bank recently sold its wealth management division and wants to improve its customers ' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank ' s chief financial officer (CFO) and investment committee?
- A. Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers ' financial needs and deepen client relationships.
- B. Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
- C. Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.
- D. Manage policy holders ' interactions with customer service agents intelligently through the underwriting process.
Correct Answer: A,B 🗳️
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A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
- A. Add the Financial Account List component to the Account Lightning record page.
- B. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
- C. Create a custom picklist on the Financial Account object to track the Type.
- D. Configure the Financial Account List components for each required category.
- E. Configure Financial Account record types to match the required categories.
Correct Answer: A,D,E 🗳️
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A company wants to convert its Agentforce Financial Services implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
- A. Test out the conversion in a sandbox, including all integrations and customizations.
- B. Ensure each individual account to be converted is not a parent account of any other account records.
- C. Ensure each account.phone field in the individual account record is blank.
- D. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.
- E. Ensure all individual account records to be converted are only linked to exactly one contact record.
Correct Answer: A,B,E 🗳️
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During the design phase of a project, a consultant needs to provide a Agentforce Financial Services solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process. What are three things to consider regarding Discovery Framework?
- A. Discovery Framework can create both standard and hierarchical questions.
- B. Discovery Framework creates highly capable forms with integrations and advanced logic.
- C. Discovery Framework forms cannot be deployed to Communities.
- D. Discovery Framework is built based on Salesforce Flow.
- E. Financial Services Cloud Discovery Framework allows archiving questions.
Correct Answer: A,B,E 🗳️
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An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Agentforce Financial Services feature should a consultant recommend in this scenario?
- A. Events
- B. Interaction Summary
- C. Notes
- D. Engagement Interaction
Correct Answer: B 🗳️
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