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最有效的Financial-Services-Cloud最新考古題,免費下載Financial-Services-Cloud考試題庫幫助妳通過Financial-Services-Cloud考試
Salesforce的Financial-Services-Cloud考試認證是當代眾多考試認證中最有價值的考試認證之一,在近幾十年裏,電腦科學教育已獲得了世界各地人們絕大多數的關注,它每天都是IT資訊技術領域的必要一部分,所以IT人士通過Salesforce的Financial-Services-Cloud考試認證來提高自己的知識,然後在各個領域突破。而KaoGuTi Salesforce的Financial-Services-Cloud考試認證試題及答案正是他們所需要的,因為想要通過這項測試並不容易的,選擇適當的捷徑只是為了保證成功,KaoGuTi正是為了你們的成功而存在的,選擇KaoGuTi等於選擇成功,我們KaoGuTi提供的試題及答案是KaoGuTi的IT精英通過研究與實踐而得到的,擁有了超過計畫10年的IT認證經驗。
考試包括多項選擇題,涵蓋與Salesforce金融服務雲平臺相關的廣泛主題,包括財富管理、客戶入職、合規和安全等。考題旨在測試考生對該平臺功能的理解程度,以及如何運用這些功能來滿足金融服務公司的獨特需求。考試有時限且需要監考,確保每個考生都能公平地展示其知識和技能。
Salesforce 金融服務雲(FSC)認證專業考試是一個全球公認的認證計劃,旨在為希望驗證其在實施和管理 Salesforce 金融服務雲方面的技能和知識的專業人士提供認證。這個認證計劃是專門為負責管理金融服務產品的專業人士而設計的,例如財富管理、保險和銀行產品。
>> Financial-Services-Cloud最新考古題 <<
Financial-Services-Cloud最新考古題將成為您值得信賴的合作伙伴Salesforce Financial Services Cloud (FSC) Accredited Professional
Salesforce Financial-Services-Cloud 認證考試已經成為了IT行業中很熱門的一個考試,但是為了通過考試需要花很多時間和精力掌握好相關專業知識。在這個時間很寶貴的時代,時間就是金錢。KaoGuTi為Salesforce Financial-Services-Cloud 認證考試提供的培訓方案只需要20個小時左右的時間就能幫你鞏固好相關專業知識,讓你為第一次參加的Salesforce Financial-Services-Cloud 認證考試做好充分的準備。
Salesforce Financial Services Cloud (FSC) 是一個專門為金融服務提供商設計的全面平台。它提供了一系列的工具和功能,幫助金融服務提供商管理客戶帳戶、追蹤投資和監控財務績效。Salesforce FSC 認證專業考試旨在測試專業人士對平台的知識和能力,以便利用它為客戶提供頂尖的金融服務。這個認證在行業中倍受尊重,可以幫助專業人士通過展示他們的技能和知識來推進他們的職業生涯。
最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q16-Q21):
問題 #16
One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?
- A. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
- B. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
- C. Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
- D. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
答案:C,D
解題說明:
Explanation
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account, Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial Services Cloud. Banker is an object that represents a banker or an employee who works at a branch unit.
Branch Unit is an object that represents a physical location where bankers provide services to customers.
Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects
問題 #17
What capabilities included in the FSC license can assist bankers in focusing on the most promising referrals?
- A. Referral Routing Rules
- B. Intelligent Need-Based Referrals and Scoring
- C. Referral Approval Processes
- D. Einstein Referral Scoring for FSC
答案:B
問題 #18
Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?
- A. Financial Services Cloud Standard
- B. Mortgage
- C. Lightning Scheduler Resource
- D. Action Plans
- E. FSC Insurance
答案:A,D,E
解題說明:
The following Permission Set Licenses give users access to Financial Services Cloud features:
Financial Services Cloud Standard: This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL)1.
Action Plans: This license enables user access to the Action Plansfeature, which allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed2.
FSC Insurance: This license enables user access to the Insurance feature, whichallows users to manage insurance policies and claims for clients. This license also provides access to some Insurance objects such as Policy, Claim, Coverage Type, Policy Product, Policy Product Offering. Verified References: 12
問題 #19
While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
- A. Update the System Administrator profile to include the API Only User.
- B. Create a new custom profile and ensure API Only is selected.
- C. Assign the integration user to the System Administrator profile.
- D. Create a dedicated Integration User.
答案:B,D
解題說明:
Explanation
To ensure the correct profiles and permissions for an API integration between Salesforce and a risk control system, the consultant should do the following steps:
Create a dedicated Integration User that will be used to authenticate and authorize the API calls between Salesforce and the risk control system. The Integration User should have a unique username, password, and security token that are not shared with other users or systems. The Integration User should also have the minimum permissions and access settings required to perform the integration tasks.
Create a new custom profile and ensure API Only is selected. The API Only option restricts the user from logging in to the Salesforce user interface, but allows the user to access the Salesforce API. The custom profile should also have the appropriate object permissions, field-level security, record types, page layouts, and other settings that are relevant for the integration. The custom profile should be assigned to the Integration User.
問題 #20
A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution's concern?
- A. Implement Consent Management for Financial Services Cloud.
- B. Enable and implement the iate Regulation checkbox on the client record to track their request.
- C. Hide the client's contact information and add an approval process for allowing a user to access it to contact the client.
- D. Integrate the Consent object with their Consent Platform to track it in Salesforce.
答案:A
解題說明:
Explanation
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt-out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up tracking and storage of certain data privacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query, create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]
問題 #21
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