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この認定は、雇用主や顧客によって世界的に認められており、候補者が金融サービスにおけるSalesforceプラットフォームの使用に関する知識やスキルを持っていることを証明します。この認定は、金融業界で働くSalesforceプロフェッショナルに競争上の優位性を提供し、同僚から目立つ機会を提供します。Salesforce Financial-Services-Cloud認定プロフェッショナル試験に合格することは、候補者が金融業界で優れた基準を満たす能力を持っていることを示します。
認定されたSalesforce FSCプロフェッショナルになることに興味がある場合、Salesforce FSC Accredited Professional Examsは、この目標を達成するための不可欠なステップです。この試験は困難ですが、非常にやりがいがあります。試験に合格することで、プラットフォームでの専門知識を実証し、金融サービス業界でのキャリアを促進するのに適した位置になります。したがって、Salesforce FSCプラットフォームの知識を次のレベルに引き上げる準備ができている場合、Salesforce FSC Accredited Professional Examsは、そうする絶好の機会です。
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Salesforce Financial-Services-Cloud：Salesforce Financial Services Cloud（FSC）認定プロフェッショナル認定は、FSCプラットフォームとの協力における候補者の習熟度を示す業界に認識された資格情報です。これは、金融サービス業界で非常に評価されているプラットフォームでの個人の知識と経験の証です。この認定は、専門家が自分のスキルを紹介し、仲間と差別化する優れた方法でもあります。
質問 # 82
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
正解：A
解説：
A Contact-Contact Relationship is a construct in Financial Services Cloud that allows you to model the relationship between two contacts, such as a business contact and a client that is modeled as a person account. The Reciprocal Role is a field on the Contact-Contact Relationship object that defines how each contact relates to the other. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 64.
質問 # 83
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 information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?
正解：D
解説：
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefill fields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2
質問 # 84
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
正解：A、B、D
解説：
The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownership structure and financial interests of a business account.
Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer-to-peer relationship, such as friends, colleagues, or associates. You can use this type of relationship to identify potential referrals and cross-selling opportunities from an account's network.
Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a group account. Verified Reference: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4
質問 # 85
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
正解：A、B
解説：
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 75.
質問 # 86
Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?
正解：C
解説：
The order that the consultant should follow when performing the data migrations is Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions. This order ensures that the data dependencies and relationships are maintained and that the data integrity and quality are preserved. By migrating Individuals first, the consultant can create the records that represent the customers of the bank. By migrating Financial Accounts next, the consultant can create the records that represent the financial products or services that the customers own or use. By migrating Financial Account Roles next, the consultant can create the records that link the individuals to the financial accounts and define their roles or relationships with those accounts. By migrating Financial Account Transactions last, the consultant can create the records that represent the transactions or activities that occur on the financial accounts.
質問 # 87
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