Financial-Services-Cloud最新考證 & Financial-Services-Cloud考試資料

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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

SectionObjectives
Topic 1: Productivity and Automation- Workflow and Automation Features
  • 1. Document Checklist Items
  • 2. Action Plans
  • 3. Flow Automation
  • 4. OmniStudio Integration
Topic 2: Security and Compliance- Compliance Management
  • 1. Sharing and Visibility
  • 2. Data Privacy
  • 3. Consent Management
  • 4. Audit and Regulatory Support
Topic 3: Financial Accounts and Goals- Financial Data Management
  • 1. Financial Accounts
  • 2. Financial Goals
  • 3. Insurance Policies
  • 4. Assets and Liabilities
Topic 4: Financial Services Cloud Fundamentals- Financial Services Cloud Overview
  • 1. Person Accounts
  • 2. Industry Data Model
  • 3. Relationship Mapping
  • 4. Households and Groups
Topic 5: Client and Relationship Management- Client Lifecycle Management
  • 1. Business Milestones
  • 2. Referrals and Leads
  • 3. Client Onboarding
  • 4. Interaction Summaries
Topic 6: Implementation and Solution Design- Solution Architecture
  • 1. Scalable FSC Solution Design
  • 2. Deployment Best Practices
  • 3. Business Requirement Mapping
  • 4. Integration Considerations

>> Financial-Services-Cloud最新考證 <<

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最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q24-Q29):

問題 #24
Which three record type options should an advisor configure for a Lead object configuration?

答案:A,B,C


問題 #25
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?

答案:A,C,D

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 References: :
Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]


問題 #26
Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?

答案:A,C,D

解題說明:
Financial Services Cloud contains a number of custom objects to model a client's financialinformation, and each object can be configured to appear as tabs in your org. Some of the custom objects are:
Financial Goal: An object that represents a client's financial objective, such as saving for retirement, buying a house, or paying off debt. Afinancial goal has fields to store information, such as name, amount, target date, priority, and status.
Financial Holding: An object that represents a holding in an investment account, such as a security, a mutual fund, or a bond. A financial holding hasfields to store information, such as symbol, shares, price, gain/loss, and market value.
Revenue: An object that represents revenue generated from a client's financial accounts, such as an increase in stock value, a dividend payment, or an interest income.A revenue has fields to store information, such as type, amount, date, and source.
References:
Financial Services Cloud Associated Objects
Learn About the Financial Services Cloud Data Model


問題 #27
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

答案:A,C


問題 #28
What does a page layout allow an administrator to control?

答案:C


問題 #29
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