Free Salesforce Financial-Services-Cloud Exam Questions
Absolute Free Financial-Services-Cloud Exam Practice for Comprehensive Preparation
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Salesforce Financial-Services-Cloud Exam Questions
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Provided By: Salesforce
- Exam: Financial Services Cloud Accredited Professional (AP-208)
- Certification: Salesforce CDP Accredited Professional
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Total Questions: 330
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Updated On: Jan 14, 2026
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Rated: 4.9 |
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Online Users: 660
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Question 1
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What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
Answer: B
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What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
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Question 2
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A banking client currently manages its onboarding process manually with paper forms. To optimize the
process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage
the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?
Answer: A,D
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A banking client currently manages its onboarding process manually with paper forms. To optimize the
process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage
the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?
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Question 3
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Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
Answer: D
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Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
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Question 4
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A financial services company would like its users to be able to relate two business accounts. What should the
administrator configure to meet the requirement?
Answer: B
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A financial services company would like its users to be able to relate two business accounts. What should the
administrator configure to meet the requirement?
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Question 5
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Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
Answer: C
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Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?