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Salesforce Financial-Services-Cloud Exam With Confidence Using Practice Dumps

Exam Code:
Financial-Services-Cloud
Exam Name:
Financial Services Cloud Accredited Professional (AP-208)
Certification:
Vendor:
Questions:
168
Last Updated:
Aug 19, 2025
Exam Status:
Stable
Salesforce Financial-Services-Cloud

Financial-Services-Cloud: Accredited Professional Exam 2025 Study Guide Pdf and Test Engine

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Financial Services Cloud Accredited Professional (AP-208) Questions and Answers

Question 1

A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.

What should the administrator configure to meet the requirement?

Options:

A.

Omit the day's start and end time fields when the administrator wants to indicate a non- working day.

B.

Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non-work days to skip.

C.

Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.

D.

Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.

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Question 2

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

Options:

A.

Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

B.

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?

C.

Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.

D.

Role Hierarchy—based sharing is disabled bydefault in CDS.

E.

In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.

Question 3

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

Options:

A.

User ID

B.

Data Load ID

C.

External ID

D.

Org ID