Financial-Services-Cloud下載 & Financial-Services-Cloud考題套裝

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Salesforce Financial Services Cloud是一個全面的平台，幫助金融機構管理客戶關係，簡化流程，並改善整體業務運營。FSC認可專業考試涵蓋各種主題，包括管理財務帳戶，客戶啟動，投資管理和合規管理。

FSC授權專業認證考試是專業人士在金融服務業專業化並擴展Salesforce金融服務雲知識和技能的理想選擇。這個認證計畫特別適用於金融服務業的專業人士，包括銀行和保險專業人員、財務顧問和財富管理師。

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最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q64-Q69):

問題 #64
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.

A. Account-Account Relationships
B. Up to 5 Related Lists for an Account Record
C. Any Related List for the selected object record
D. Account-Contact Relationships
E. Up to 5 Related Lists for a non-Account Record

答案：A,D,E

問題 #65
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?

A. Page Layout
B. Field Sets
C. Lightning Record Pages
D. Compact Layout
E. Search Layout

答案：C

問題 #66
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added to the Delegated Administrator group?

A. Unlock users.
B. Set organization-wide sharing defaults on custom objects.
C. Modify permission sets.
D. Assign or remove permission sets for users in their delegated groups.
E. Create and manage membership of specified public groups.

答案：A,D,E

解題說明：
The following functions should be added to the Delegated Administrator group for its franchise users:
Unlock users, which is a function that allows delegated administrators to unlock users who have been locked out due to incorrect login attempts or password expiration.
Assign or remove permission sets for users in their delegated groups, which is a function that allows delegated administrators to grant or revoke additional permissions for users in their delegated groups by using permission sets.
Create and manage membership of specified public groups, which is a function that allows delegated administrators to create public groups for sharing purposes and add or remove users from those groups.

問題 #67
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

A. Use Field Level Security on Milestones
B. The Flow users require a Flow Permission Set License.
C. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
D. Flow for Financial Service Cloud is not available for the Individual Object Model.

答案：A,D

解題說明：
Explanation
The following considerations should be reviewed before implementing Flow for customer onboarding:
Use Field Level Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified References: 2

問題 #68
A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A. Design the solution using the Financial Services Cloud components.
B. Create a visual flow diagram.
C. Document the business process flows.
D. Understandthe journey!for the multiple personas involved in the process.
E. Determine the best e-sigTiature solution to use.

答案：C,D,E

解題說明：
The following steps are needed to document the requirement for digitizing and automating the customer onboarding process following the discovery session:
Document the business process flows. You need to document the current and future state of the business process flows for customer onboarding, such as the steps, inputs, outputs, decisions, and dependencies involved in each flow. You can use tools such as diagrams, charts, or tables to illustrate the process flows and identify the pain points, gaps, or opportunities for improvement.
Understand the journey for the multiple personas involved in the process. You need to understand thejourney for each persona that participates in or interacts with the customer onboarding process, such as the customer, the client specialist, or the manager. You can use tools such as personas, journey maps, or user stories to capture the needs, goals, pain points, and expectations of each persona and how they experience the process from their perspective.
Determine the best e-signature solution to use. You need to determine the best e-signature solution to use for collecting and processing digital signatures from customers during the onboarding process. You can use tools such as research, analysis, or comparison to evaluate different e-signature solutions based on criteria such as functionality, compatibility, security, cost, or user feedback. Verified References: : Salesforce Help Article
[11] : Salesforce Help Article [12] : Salesforce Help Article [13]

問題 #69
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Financial-Services-Cloud下載 & Financial-Services-Cloud考題套裝

最受歡迎的Financial-Services-Cloud下載，免費下載Financial-Services-Cloud考試題庫得到妳想要的Salesforce證書

最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q64-Q69):

免費PDF Financial-Services-Cloud下載 |第一次嘗試輕鬆學習並通過考試可靠的Financial-Services-Cloud：Salesforce Financial Services Cloud (FSC) Accredited Professional

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