Free Salesforce AP-208 Exam Questions

Become Salesforce Certified with updated AP-208 exam questions and correct answers

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Total 330 Questions | Updated On: Apr 28, 2026

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Question 1

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A : An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

B : Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

C : The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

D : Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

E : RBL rules do not require a lot of processing power.

Answer: A,C,D

Question 2

A system administrator at Universal Containers needs to transfer records from one user to another. What object can be transferred using the mass transfer tool? (2 answers)

A : Leads

B : Campaigns

C : Quotas

D : Accounts

Answer: A,D

Question 3

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A : Request a 30-day Financial Services Cloud trial org

B : Request a Salesforce developer org.

C : Purchase one license of Financial Services Cloud and install it in a production org.

D : Spin up a Salesforce sandbox org.

Answer: A

Question 4

Which object would you use to model the relationship between business contact and the client on the relationship group?

A : Account Contact Relationship

B : Account Account Relationship

C : Contact Contact Relationship and Reciprocal Role

D : Reciprocal Role

Answer: C

Question 5

Cumulus Bank has branches in multiple countries that are required to report in local currency, while thecorporate headquarters office wishes to see reports in a single currency (the corporate currency).Which solution should a consultant recommend to meet these requirements?

A : Set the default currency for head office and have the regions download their reports to Excel and convert them manually.

B : Use a third party from AppExchange add-on to implement currency conversions.

C : Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.

D : Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

Answer: C

Page: 1 / 66

Total 330 Questions | Updated On: Apr 28, 2026

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