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Financial-Services-Cloud软件版 - Financial-Services-Cloud PDF題庫

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Salesforce 金融服務雲（FSC）認證專業考試是為與金融服務機構合作的專業人士設計的認證計劃。FSC 是一個強大的平台，幫助金融機構管理客戶關係、優化流程和改善團隊協作。認證計劃旨在驗證與 FSC 合作的專業人士的技能和專業知識，確保他們具備有效使用平台所需的必要知識。

>> Financial-Services-Cloud软件版 <<

Financial-Services-Cloud PDF題庫，Financial-Services-Cloud考證

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最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q51-Q56):

問題 #51
Which Financial Services object would you use to store Bank Accounts data?

A. Charges and Fees
B. Assets and Liabilities
C. Financial Account
D. Financial Holding

答案：C

問題 #52
For which three objects are Rollup By Lookup (RBL) summaries are available?

A. Contacts
B. Financial Accounts
C. Life Events
D. Claims
E. Assets and Liabilities

答案：A,B,E

解題說明：
Rollup By Lookup (RBL) summaries are available for the following objects:
Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
Assets and Liabilities, which are records that represent the value of what a client owns or owes1.
Contacts, which are records that represent individuals who are associated with an account3.

問題 #53
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. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
B. Use Lightning Scheduler to periodically schedule tasks for account owners.
C. Run a nightly process to create tasks and assign them to account owners for follow-ups
D. Train account owners to create required tasks periodically and set due dates for tracking.

答案：A

問題 #54
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?

A. Utilize Chatter notifications for reminders.
B. Utilize Financial Services Clouc flag Templates to flag missing items.
C. Utilize Action Plan and Action INan Template.
D. Create an after-save trigger to generate reminder tasks.

答案：C

解題說明：
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

問題 #55
What object do you use to model a client in Financial Services Cloud?

A. Create a custom object
B. Contact
C. Account
D. Person Account

答案：D

問題 #56
......

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一流的Financial-Services-Cloud软件版和有效的Salesforce認證培訓 - 實用的Salesforce Salesforce Financial Services Cloud (FSC) Accredited Professional

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