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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

Section	Weight	Objectives
Define and Design	42%	- Design solutions using FSC modules and best practices - Territory hierarchy, multi-currency, and localization setup - Security, access control, and compliance design - Apply FSC data model, objects, and relationships - Define future-state business processes
Delivery	46%	- Configure user interface, permissions, and automation - Action plans, financial goals, and referral management - Deploy and optimize FSC solutions - Implement reporting, dashboards, and analytics - Data migration and integration strategy - Client and household relationship management
Discovery	12%	- Map requirements to FSC capabilities and system flows - Document business needs, value proposition, and solution vision - Analyze current business processes and architecture

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Financial-Services-Cloud最新題庫 & Financial-Services-Cloud題庫分享

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最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q23-Q28):

問題 #23
When adding an Account-Account relationship using ARC (Actionnable Relationship Center), what 2 options does the banker have to represent a group of accounts, where one of the accounts is the parents of a number of other accounts ? (2 answers)

A. From the parent account, select 'New' in the 'Group Relationship' components and create a new relationship with the subsidiary account
B. From the parent account, select 'New' in the 'Member Relationships' components and create a new relationship with the subsidiary account
C. From each subsidiary account, select 'New' in the 'Group Relationship' components and create a new relationship with the parent account
D. From each subsidiary account, select 'New' in the 'Member Relationships' components and create a new relationship with the parent account

答案：A,D

問題 #24
A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?

A. Account Contact\Relationship
B. Account
C. Contact-Contact Relationship
D. Account Account Relationship

答案：D

解題說明：
To configure a custom field for reporting when relating two business accounts to each other, the administrator should configure the custom field on the Account-Account Relationship object. The Account-Account Relationship object is acustom object in Financial Services Cloud that allows you to create and manage relationships between two accounts, such as Household Member, Business Owner, Trustee, or Friend. You can use the Account-Account Relationship object to store additional information about the relationship between two accounts, such as role, start date, end date, or status. You can also use the Account-Account Relationship object to report on the account-account relationships and analyze their impact on your business.
Verified References: : Salesforce Help Article [4] : Salesforce Help Article [5]

問題 #25
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?

A. Default Off
B. Read-Only
C. Default On
D. Tab Hidden

答案：D

問題 #26
A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A. Alerts
B. Interest Tags
C. Engagement Topics
D. Topics

答案：B

解題說明：
The Financial Services Cloud feature that is most suitable for tracking clients' hobbies for marketing purposes is Interest Tags. Interest Tags are features that allow users to add tags to contacts or individuals based on their interests or preferences. Users can create custom interest tags or use predefined ones from FSC. By using Interest Tags, the wealth management firm can capture its clients' hobbies and use them for marketing segmentation or personalization.

問題 #27
Which of the following objects do support Group-Level Rollups?

A. Action Plans
B. Financial Accounts
C. Alerts
D. Opportunities
E. Tasks

答案：A,B,D

解題說明：
The following objects dosupport Group-Level Rollups:
Financial Accounts: You can use Group-Level Rollups to display the total balance, total market value, and total cost basis of all the financial accounts that belong to a group.
Action Plans: You can use Group-Level Rollups to display the number of action plans, the number of completed action plans, and the completion percentage of all the action plans that are associated with a group.
Opportunities: You can use Group-Level Rollups to display the total amount, expected revenue, and weighted amount of all the opportunities that are related to a group. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 80. : Salesforce Financial Services Cloud Implementation Guide, page 81.: Salesforce Financial Services Cloud Implementation Guide, page 82.

問題 #28
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Financial-Services-Cloud最新題庫: https://www.kaoguti.com/Financial-Services-Cloud_exam-pdf.html

順便提一下，可以從雲存儲中下載KaoGuTi Financial-Services-Cloud考試題庫的完整版：https://drive.google.com/open?id=15RF8x5FmvsfUXapH-cb0NvbbRjESEo7k