Expert Answers to Salesforce Exam Financial-Services-Cloud Questions

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

Financial Services Cloud Accredited Professional (AP-208)

Last Update Nov 6, 2025
Total Questions : 168

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Questions 2

Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

Options:

Person Accounts can be merged with Business Accounts in Financial Services Cloud

To share a Person Account record the admin will need to create sharing rules Account and Contact objects

The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.

The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type

Discussion 0

Questions 3

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

Options:

In a household, each household member is modeled as a Contact, and the household is modeled as an Account.

In a household, each of the household members is modeled as a Person Account and the household ismodeled as an Account.

Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.

Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.

Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.

Discussion 0

Answer:

A, C, D

Explanation:

[Reference: Set Up Clients, Households, and Relationships, Compliant Data Sharing in Financial Services Cloud | Salesforce Trailhead, Track Client Interactions - Salesforce, Explanation: Some considerations when adopting FSC-related objects are:, In a household, each household member is modeled as a Contact, and the household is modeled as an Account. A household is a type of relationship group that represents a group of clientswho have a direct relationship with one another and shared financials, such as spouses and their dependent children. A household is modeled as an Account record with a custom record type of Household. Each household member is modeled as a Contact record that is related to the household Account. A household can also have related accounts and contacts that are not part of the household, but are associated with it for some reason., Both the Financial Deal object and the Opportunity object support Compliant DataSharing. Compliant Data Sharing (CDS) is a feature of FSC that allows granular control over access to sensitive data in Account and Opportunity objects. CDS can help financial services companies comply with regulations and policies that restrict data visibility based on user roles. CDS can also be enabled for the Financial Deal object, which is a custom object that represents a business opportunity or transaction with a client. The Financial Deal object can be used instead of or in addition to the Opportunity object, depending on the business needs., Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object. Interaction Summary is a custom object that captures the details of a client interaction, such as a meeting, a call, or an email. Interaction Summary can be linked to other FSC objects, such as Financial Accounts, Financial Goals, Financial Deals, or Relationship Groups. Interaction Summary can also have participants, which are records that represent the people or groups involved in the interaction., , , , ]

Questions 4

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?

Options:

Create a screen flow.

Create a Lightning web component.

Create a Canvas application for the Authentication module.

Create an OmniScript flow.

Discussion 0

Questions 5

A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.

Which Financial Services Cloud capability provides the ability to accommodate this request?

Options:

Compliant Data Sharing

Custom Sharing»Rules

Business Rules Engine

Interaction Summaries

Discussion 0

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