Download Salesforce : AP-208 Questions & Answers as PDF & Test Software
Last Updated: Oct 14, 2026
No. of Questions: 112 Questions & Answers with Testing Engine
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Salesforce AP-208 Practice Q&A's
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Salesforce AP-208 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Security and access design
- Data migration and integration strategy - Data model, objects, and relationships
|
| Delivery and Configuration | 46% | - Automation and workflows
- Reporting, dashboards, and analytics - Initial setup and package installation |
| Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
- A. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
- B. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
- C. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
- D. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
Correct Answer: D 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a FlexCard for weather conditions in the console to ensure the agents can access the information. The FlexCard needs to provide fields extracted from a weather API and an account field from Salesforce. Which method should the consultant use, according to best practices?
- A. Streaming API
- B. DataRaptor Extract
- C. Integration Procedure
- D. APEX classes
Correct Answer: C 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
- A. Ensure each individual account to be converted is not a parent account of any other account records.
- B. Update all opportunities linked to individual account records to be owned by the individual account record ' s owner.
- C. Ensure each account.phone field in the individual account record is blank.
- D. Test out the conversion in a sandbox, including all integrations and customizations.
- E. Ensure all individual account records to be converted are only linked to exactly one contact record.
Correct Answer: A,D,E 🗳️
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. Account with Record Type = Business
- B. Standard Household
- C. Custom Relationship Group
- D. Contact-Contact Relationship
Correct Answer: C 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
A financial services company needs to transform the individual data model to person accounts in Agentforce Financial Services, and its consulting partner is helping decide the sequence of the user stories in the design phase. What should the implementation team do as the top priority during planning?
- A. Perform a data backup.
- B. Enable person account in a sandbox.
- C. Configure Person Account record types.
- D. Enable person accounts in FS.
Correct Answer: A 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
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