Financial-Services-Cloud 無料問題集「Salesforce Financial Services Cloud (FSC) Accredited Professional」

What are the three building blocks of Flow Orchestration?

正解:A、C、E 解答を投票する
解説: (JPNTest メンバーにのみ表示されます)
While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

正解:A、B 解答を投票する
解説: (JPNTest メンバーにのみ表示されます)
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

正解:C、D、E 解答を投票する
解説: (JPNTest メンバーにのみ表示されます)
Which two statements are true for a Group inFinancial Services Cloud?

正解:B、D 解答を投票する
解説: (JPNTest メンバーにのみ表示されます)
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

解説: (JPNTest メンバーにのみ表示されます)
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

解説: (JPNTest メンバーにのみ表示されます)
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

解説: (JPNTest メンバーにのみ表示されます)
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

正解:D、E 解答を投票する
解説: (JPNTest メンバーにのみ表示されます)
A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?

正解:B、C、D 解答を投票する
解説: (JPNTest メンバーにのみ表示されます)
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

解説: (JPNTest メンバーにのみ表示されます)

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