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: Jun 17, 2026

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Question 1

Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

A : Write a trigger to create Referrals from a 'Create Referral* button.

B : Use the Case process and create Cases with Case Type 'Referrar'.

C : Use Global Action lo create Referrals.

D : Use

Answer: C

Question 2

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

Question 3

What is an option when customizing a report? (3 answers)

A : Add a filter

B : Summarize fields

C : Schedule a refresh time

D : Add a gauge component

E : Add a grouping

Answer: A,B

Question 4

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A : Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company-s business relies on.

B : Beyond the preconfigured settings, evaluate whether they need advanced customizations

C : Enable and configure person accounts in FSC, and assign users with permission set licenses

D : Review the out-of-the-box capabilities and compare them to the company-s current needs.

E : Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes

Answer: A,B,D

Question 5

What can be done with a workflow field update action? (2 answers)

A : Change the record type of a record

B : Update the value of a formula field

C : Apply a specific value to a field

D : Update the value of a field on a child object

Answer: A,C

Page: 1 / 66

Total 330 Questions | Updated On: Jun 17, 2026

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