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Last Updated: Oct 15, 2026
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 2: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Topic 3: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 4: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 5: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?
- A. Create an OmniScript flow.
- B. Create a Lightning web component.
- C. Create a Canvas app to surface the external authentication module.
- D. Create a screen flow.
Correct Answer: D 🗳️
Explanation: Only visible for Prep4King members. You can sign-up / login (it's free).
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?
- A. Parent FlexCard with multiple Child Flex Cards and Card Actions
- B. Parent FlexCard with single Child and multiple Card States
- C. Parent FlexCard with single Child and Card Actions
- D. Parent FlexCard with multiple Children and different Card States
Correct Answer: A 🗳️
Explanation: Only visible for Prep4King members. You can sign-up / login (it's free).
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers ' lives. What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
- A. Special event types
- B. Single event types
- C. Once-in-a-Lifetime event types
- D. Unique event types
Correct Answer: D 🗳️
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Which three permission sets grant access or extend permissions for record alerts in Agentforce Financial Services?
- A. OmniStudio User permission set
- B. Financial Services Cloud Foundations permission set
- C. OmniStudio Admin permission set
- D. Financial Services Cloud Basic permission set
- E. Financial Services Cloud Standard permission set
Correct Answer: A,B,E 🗳️
Explanation: Only visible for Prep4King members. You can sign-up / login (it's free).
A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Agentforce Financial Services consultant configure the custom field on?
- A. Account Account Relationship
- B. Person Account
- C. Contact-Contact Relationship
- D. Account Contact Relationship
Correct Answer: C 🗳️
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