Exam Name: Salesforce Accredited Agentforce Financial Services Professional
Certification Provider: Salesforce
Corresponding Certification: Accredited Professional
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Salesforce : AP-208 Exam Premium Dumps
Check Updated on: Sep 29, 2026
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 2: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 3: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Data security and sharing models - Reporting and dashboards in Financial Services Cloud |
| Topic 4: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 5: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A wealth client owns a boutique shoe store called Smith ' s Shoes. Their financial advisor would like to add this relationship to Agentforce Financial Services to track the complete picture of relationships related to the wealth client ' s household. Which three options should the Agentforce Financial Services consultant use when mapping this relationship in Agentforce Financial Services?
- A. Account Contact Relationship object
- B. Account Account Relationship object
- C. Contact object
- D. Account object - Household record type
- E. Account object - Business record type
Correct Answer: B,D,E 🗳️
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A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?
- A. Feed tracking has to be enabled for the Action Plan object.
- B. Salesforce is yet to roll out Chatter for the Action Plan object.
- C. Admin user has to be assigned the Action Plans permission set.
- D. Chatter has to be enabled for Action Plans via Chatter settings in setup.
Correct Answer: A 🗳️
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Which three related lists are visible within Actionable Relationship Center associated with the Account object?
- A. Client Financial Goals
- B. Notes and Attachments
- C. Cases
- D. Household Financial Accounts
- E. Financial Holdings
Correct Answer: A,C,D 🗳️
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Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff. Which three functions should be added to the Delegated Administrator group?
- A. Assign or remove permission sets for users in their delegated groups.
- B. Create and manage membership of specified public groups.
- C. Unlock users.
- D. Set organization-wide sharing defaults on custom objects.
Correct Answer: A,B,C 🗳️
Explanation: Only visible for FreeCram members. You can sign-up / login (it's free).
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?
- A. Utilize Financial Services Flow Templates to flag missing items.
- B. Create an after-save trigger to generate reminder tasks.
- C. Utilize Action Plan and Action Plan Template.
- D. Utilize Chatter notifications for reminders.
Correct Answer: C 🗳️
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