Financial-Services-Cloud證照考試：Salesforce Financial Services Cloud (FSC) Accredited Professional幫助您壹次通過Salesforce Financial-Services-Cloud考試

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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

Section	Objectives
Data Model and Architecture	- Households and Relationships - Financial Accounts and Client Data Structure
Reporting and Integration	- Standard Reporting Capabilities - Data Integration and External Systems
Automation and Configuration	- Customization in Financial Services Cloud - Business Process Automation
Financial Services Cloud Core Concepts	- Overview of Financial Services Cloud - Industry Use Cases (Banking, Wealth, Insurance)
Security, Compliance, and Data Access	- Role-Based Access Control - Financial Data Security Considerations
Client Management and Engagement	- Client Lifecycle Management - Interaction and Activity Tracking

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最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q105-Q110):

問題 #105
What is included in an FSC license?

A. Lightning Scheduler
B. FSC for Community
C. Action Plans
D. Einstein Analytics for Financial Services

答案：C

問題 #106
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Round Robin Referral Routing
B. Referral Automated Approvals
C. Referral Conversion
D. Assigning a Referral
E. Accepting a Referral

答案：C,D,E

解題說明：
Explanation
The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
Referral Conversion: This capability allows you to convert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business. You can use this capability to route a referral to the appropriate person or team who can best meet the customer's need or interest.
Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue. You can use this capability to acknowledge that you have received a referral and are ready to work on it. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 3 : Salesforce Help Article 5

問題 #107
Which two statements are true for a Group in Financial Services Cloud?

A. Financial Services Cloud includes a group record type for businesses
B. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
C. Financial Services Cloud includes a group record type for households
D. A group is a type of account record that people and businesses can be related to through the account contact relationship object.

答案：C,D

解題說明：
The following statements are true for a Group in Financial Services Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.

問題 #108
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A. Run a nightly process to create tasks and assign them to account owners for follow-ups
B. Use Lightning Scheduler to periodically schedule tasks for account owners.
C. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
D. Train account owners to create required tasks periodically and set due dates for tracking.

答案：C

解題說明：
As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.

問題 #109
Universal container uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific Opportunities to help sales representatives close deals faster.
How can an administrator meet this requirement?

A. Add chatter groups to opportunities.
B. Add sales engineers to opportunity teams.
C. Enable chatter Feed Tracking on opportunities.
D. Add sales engineers to account teams.

答案：B

問題 #110
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