Financial-Services-Cloud PDF - Financial-Services-Cloud考古题推薦

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認證考試涵蓋與金融服務相關的各種主題，包括金融行業趨勢、客戶參與策略、監管合規、數據管理和分析。考試還測試了對Salesforce平台的知識，包括其功能和能力、與其他系統的集成以及自定義選項。

Salesforce FSC 認證專業考試是一個在線考試，包括 60 道多選題。考試持續時間為 90 分鐘，及格分數為 68%。考試題目旨在測試候選人對 Salesforce FSC 的知識和理解，並基於財務專業人員日常工作可能遇到的實際情境。成功完成考試可證明候選人深刻理解 Salesforce FSC，並能夠使用該平台為客戶提供有效的財務服務。

FSC認可專業認證考試是一個具有挑戰性的測試，要求對Salesforce金融服務雲有全面的了解。為了準備考試，您應該有使用該平台的經驗，並熟悉其功能和能力。您還可以利用Salesforce的培訓資源，例如在線課程和認證，來幫助您準備考試。通過FSC認可專業認證考試將證明您在使用金融服務云方面的專業知識，這有助於您在金融服務行業中推進職業生涯並開拓新機會。

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Financial-Services-Cloud認證考試的最新題庫 - 高命中率的Financial-Services-Cloud考古題

最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q68-Q73):

問題 #68
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. Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
B. Enable and configure person accounts in FSC, and assign users with permission set licenses.
C. Review the out-of-the-box capabilities and compare them to the company's current needs.
D. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
E. Beyond the preconfigured settings, evaluate whether they need advanced customizations.

答案：C,D,E

解題說明：
The following activities should be prioritized by the implementation team during planning for designing the Financial Services Cloud implementation:
Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on. Integrations are the connections or interactions that allow data or functionality to flow between different systems or platforms. You should prepare for integrations with your existing or new systems or platforms that support your business processes, such as transactional systems, external data sources, custodians, or other platforms. You should also consider the integration methods, tools, requirements, and challenges that you will need to address during the implementation.
Beyond the preconfigured settings, evaluate whether they need advanced customizations. Customizations are the changes or modifications that you make to Salesforce to meet your specific business needs or preferences. You should evaluate whether you need advanced customizations beyond the preconfigured settings that Financial Services Cloud provides out of the box, such as custom objects, fields, formulas, validation rules, workflows, triggers, or components. You should also consider the impact, benefits, and risks of your customizations on your data model, user interface, performance, security, or maintenance.
Review the out-of-the-box capabilities and compare them to the company's current needs. Out-of-the-box capabilities are the features or functions that Financial Services Cloud offers without any customizations or configurations. You should review the out-of-the-box capabilities and compare them to your company's current needs and expectations. You should also identify any gaps or opportunities for improvement that you can address with configurations or customizations during the implementation. Verified Reference: : Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]

問題 #69
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

A. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
B. To share a Person Account record the admin will need to create sharing rules Account and Contact objects
C. Person Accounts can be merged with Business Accounts in Financial Services Cloud
D. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
E. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

答案：A,D

解題說明：
Explanation
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person.
The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.

問題 #70
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A. Add a custom Rollup By Lookup (RBL) rule.
B. Create a formula field and add it to the Account page layout
C. Financial Goalscan not be summarized at the household level.
D. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

答案：D

解題說明：
To change the configuration to summarizeFinancial Goals at the household level, you need to update the selection in "Activities & Objects to Roll Up" to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 81.

問題 #71
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

A. ARC displays up to 5 related lists that have a configured compact layout.
B. The Association Type picklist controls the account-account relationship that display in the ARC.
C. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
D. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
E. ARC is certified to work with Person Accounts and Individual Accounts.

答案：B,C,D

問題 #72
Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?

A. joined report
B. tabular report
C. matrix report
D. summary report
E. Reporting snapshot

答案：E

問題 #73
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