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Exam Code: AP-208
Exam Questions: 330
Financial Services Cloud Accredited Professional
Updated: 25 Nov, 2025
Viewing Page : 1 - 33
Practicing : 1 - 5 of 330 Questions
Question 1

When creating a Custom Summary Formula in a Report, what are the four valid Summary Types which you can select? (4 answers) 

Options :
Answer: A,D

Question 2

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? 

Options :
Answer: C

Question 3

Which dashboard component can display data from the summary rows of reports? (2 answers) 

Options :
Answer: A,C

Question 4

Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)

Options :
Answer: A

Question 5

Personal Banker Hank Burton receives a call from the client Rachel Adams. Rachel can't access her checking account details. What FSC feature that links customers, financial accounts, or households to specify issues should Hank use to report this issue?

Options :
Answer: D

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Practicing : 1 - 5 of 330 Questions

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