최신Salesforce Financial Services Cloud (FSC) Accredited Professional - Financial-Services-Cloud무료샘플문제
문제1
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
정답: B
문제2
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
정답: D
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문제3
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
정답: A,C
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문제4
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?
정답: C,D,E
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문제5
Which three things must an admin keep in mind when creating Action Plan Templates'5
Which three things must an admin keep in mind when creating Action Plan Templates'5
정답: B,C,E
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문제6
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
정답: A
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문제7
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?
정답: C
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문제8
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?
정답: B
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문제9
Which three insurance processes are managed by the Policy Administration component?
Which three insurance processes are managed by the Policy Administration component?
정답: C,D,E
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문제10
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
정답: C
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문제11
Which two statements are true about Group Membership in Financial Services Cloud?
Which two statements are true about Group Membership in Financial Services Cloud?
정답: A,B
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문제12
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
정답: C,D
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