Salesforce Financial Services Cloud Accredited Professional (AP-208) - Salesforce

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Sample AP-208 Exam Questions & Explanations

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Question #1 Verified Q&A
[FSC Data Model and Configuration]<br />
<br />
What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?
A Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
B In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
C In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
D Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
Correct Answer: Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
Question #2 Verified Q&A
[FSC Data Model and Configuration]<br />
<br />
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business<br />
Milestones?
A Setup > Financial Services > Icons > Life Events and Business Milestones
B Setup > Custom Code > Static Resources
C Setup > User Interface > icons > Life Events and Business Milestones
D Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
Correct Answer: Setup > Custom Code > Static Resources
Question #3 Verified Q&A
[FSC Data Model and Configuration]<br />
<br />
What actions can a Wealth Advisor take from the Life Events card7
A Create Case
B Request Record Approval
C Create Lead & Referral
D Open an Account
E Create Opportunity
Correct Answer: Request Record Approval, Create Lead & Referral, Create Opportunity
Question #4 Verified Q&A
[FSC Features and Functionality] Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
A Standard Household
B Custom Relationship Group
C Account with Record Type = Business
D Contact-Contact Relationship
Correct Answer: Custom Relationship Group
Question #5 Verified Q&A
[FSC Data Model and Configuration]<br />
<br />
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
A Account-Contact Relationship and the Reciprocal Role
B Contact-Contact Relationship and the Reciprocal Rote
C Reciprocal Role
D Account-Account Relationship
Correct Answer: Contact-Contact Relationship and the Reciprocal Rote

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How many questions are in the Salesforce AP-208 practice exam on ExamsQA?
Our AP-208 (Salesforce Financial Services Cloud Accredited Professional) practice question bank currently includes 168 verified questions with comprehensive explanations.
Are the AP-208 exam practice questions up to date for 2026?
Yes, all Salesforce AP-208 practice questions are regularly updated and verified against current exam objectives.
Will the AP-208 practice questions help me pass on my first attempt?
The AP-208 (Salesforce Financial Services Cloud Accredited Professional) question bank is built to mirror the real exam's format and topics, with detailed explanations for every answer so you understand the reasoning — not just memorize responses.
Is there a free demo available for AP-208 Salesforce Financial Services Cloud Accredited Professional?
Yes, ExamsQA offers free demo questions for the AP-208 exam so you can test the interface and question quality before purchasing full access.