Free Salesforce AP-208 Exam Questions

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

Page: 1 / 66

Total 330 Questions | Updated On: Oct 29, 2025

Add To Cart

Question 1

A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

A : Object: Financial Account Role; Field: Role

B : Object: Financial Account; Field: Primary Owner

C : Object: Financial Account; Field: Joint Owner

D : Object: Account-Account Relationship; Field: Related Role

Answer: A

Question 2

The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud 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 Salesforce would the Admin temporarily disable rollups to accelerate uploads?

A : Object Settings

B : Company Settings

C : App Manager

D : Custom Settings

Answer: D

Question 3

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

A : Average

B : Previous

C : Total

D : Min

E : Max

F : Sum

Answer: A,D

Question 4

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud andwants to rollup financial data at the client and group levels? What functionality can RollupBy Lookup (RBL) provide for this requirement?

A : Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

B : Rollups for multiple joint owners are not supported.

C : When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL)configuration updates the corresponding RBL summaries at the client and Group levels.

D : An RBL rule displays summary calculations of financial account information, such as account balances.

E : RBL calculations can't be disabled when importing data into your Salesforce org.

Answer: A,C,D

Question 5

Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.What is the best practice for Sue Berry to identify her top referrers quickly?

A : Log referrers in Salesforce using the Lead object and create a ''My top Referrers'' report.

B : Log each referral as an activity and create a dashboard.

C : Use the Referral Performance by User dashboard to get the data.

D : Use Action Plans to create Referral Records.

Answer: A,B,D

Page: 1 / 66

Total 330 Questions | Updated On: Oct 29, 2025

Add To Cart