なぜみんなが順調にSalesforceのFinancial-Services-Cloud試験に合格できることに対する好奇心がありますか。SalesforceのFinancial-Services-Cloud試験に合格したいんですか。実は、彼らが試験に合格したコツは我々GoShikenの提供するSalesforceのFinancial-Services-Cloud試験ソフトを利用したんです。豊富の問題集、専門的な研究と購入の後の一年間の無料更新、ソフトで復習して、自分の能力の高めを感じられます。SalesforceのFinancial-Services-Cloud試験に合格することができます。
Salesforce Financial-Services-Cloud(FSC)認定プロフェッショナル認定試験は、Salesforce Financial Servicesクラウドプラットフォームの使用に関する専門知識を実証することに関心のある専門家向けに設計されています。この認定は、保険、銀行、資産管理などの金融サービス製品の操作経験がある個人に最適です。 FSC認定の専門的認定試験は、金融サービスに関する知識とSalesforceプラットフォームを使用して革新的な顧客ソリューションを提供する能力を実証することにより、キャリアを強化しようとしている個人を特に対象としています。
FSC Accredited Professional試験は、Salesforce Financial-Services-Cloudプラットフォームを使用する金融プロフェッショナルにとって重要なツールです。この試験は、プラットフォームに関する候補者の知識をテストし、金融計画と顧客管理に関連する広範なトピックをカバーします。FSC Accredited Professional認定を取得することは、金融アドバイザーや金融業界の他の専門家にとって貴重な資産になり、彼らの専門知識を証明し、競争の激しい求人市場で目立つことを助けます。
Salesforce Financial Services Cloud(FSC)認定プロフェッショナル認定試験は、Salesforce Financial Services Cloudと協力している金融サービス業界の専門家の知識と習熟度をテストするように設計されています。この認定試験は、銀行、保険、資産管理、財務諮問産業で働く専門家に最適です。この試験では、FSCプラットフォームに関する候補者の知識、効果的に使用する能力、および業界固有の規制とベストプラクティスの理解を測定します。
>> Salesforce Financial-Services-Cloudテスト問題集 <<
なぜみんなが順調にSalesforceのFinancial-Services-Cloud試験に合格できることに対する好奇心がありますか。SalesforceのFinancial-Services-Cloud試験に合格したいんですか。実は、彼らが試験に合格したコツは我々GoShikenの提供するSalesforceのFinancial-Services-Cloud試験ソフトを利用したんです。豊富の問題集、専門的な研究と購入の後の一年間の無料更新、ソフトで復習して、自分の能力の高めを感じられます。SalesforceのFinancial-Services-Cloud試験に合格することができます。
質問 # 68
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
正解:A
解説:
Explanation
To change the configuration to summarize Financial Goals at the household level, you need to update the selection in "Activities & Objects to Roll Up" to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 81.
質問 # 69
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?
正解:D
解説:
Explanation
To help onboarding new customers, the consultant should recommend using Action Plan and Action Plan Template. Action Plan is a feature in Financial Services Cloud that allows you to automate and standardize common business processes or service requests, such as customer onboarding, account opening, or loan origination. You can use Action Plan to create templates that define the tasks, owners, and deadlines for each process or request. You can also use Action Plan to enforce task dependencies and completion criteria, so that bankers cannot skip or miss any tasks or move to the next stage of the onboarding process without meeting the requirements. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
質問 # 70
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?
正解:A、D
解説:
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
質問 # 71
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
正解:B
解説:
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.
質問 # 72
Which 2 considerations should a SF Admin review before enabling Person Account?
正解:C、D
質問 # 73
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時間は、私たちSalesforceがすべて計画に追いついていて、それでもなお便利な事項を踏んでいる場合に特に重要です。先延ばしに苦しみ、学習プロセス中に散発的な時間を十分に活用できない場合は、Financial-Services-Cloudトレーニング資料を選択する理想的な方法です。学習の楽しさを享受できるだけでなく、Financial-Services-Cloud認定を正常に取得できることを保証できます。 Financial-Services-Cloud試験問題に挑戦した後、Financial-Services-Cloudガイド急流について完全に理解できます。
Financial-Services-Cloud模擬試験最新版: https://www.goshiken.com/Salesforce/Financial-Services-Cloud-mondaishu.html