Free Practice Salesforce AP-208 Exam Questions 2026

Stay ahead with 100% Free Financial Services Cloud Accredited Professional AP-208 Dumps Practice Questions

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Total 330 Questions | Updated On: May 24, 2026

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Question 1

Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

A : The Person Account Record Type on the Account Object

B : The Person Account Record Type on the Contact Object

C : The Person Account Object

Answer: C

Question 2

Which of these statements are true for Rollups in Financial Services Cloud?

A : Rollups are done at both the client and group levels

B : All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

C : Activities can not be rolled up on the activity timeline at group/household level.

Answer: B

Question 3

What can an administrator configure for users on the search results? (3 answers)

A : Filters by which users can narrow down results

B : Objects included in the search

C : Fields being searched on for each object.

D : Number of records displayed for each object.

E : Columns displayed for each object.

Answer: A,C,D

Question 4

Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A : Cases

B : Notes and Attachments

C : Client Financial Goals

D : Financial Holdings

E : Household Financial Accounts

Answer: A,C,D

Question 5

Which step is required to give a group of users access to a Financial Deal?

A : Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

B : Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

C : Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

D : Update Industries Settings to give users access to the Financial Dew object.

Answer: C

Page: 1 / 66

Total 330 Questions | Updated On: May 24, 2026

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