Financial-Services-Cloudテスト参考書 & Financial-Services-Cloud復習攻略問題
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認定されたSalesforce FSCプロフェッショナルになることに興味がある場合、Salesforce FSC Accredited Professional Examsは、この目標を達成するための不可欠なステップです。この試験は困難ですが、非常にやりがいがあります。試験に合格することで、プラットフォームでの専門知識を実証し、金融サービス業界でのキャリアを促進するのに適した位置になります。したがって、Salesforce FSCプラットフォームの知識を次のレベルに引き上げる準備ができている場合、Salesforce FSC Accredited Professional Examsは、そうする絶好の機会です。
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Financial-Services-Cloud復習攻略問題 & Financial-Services-Cloud最新日本語版参考書
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Salesforce Financial Services Cloudは、金融サービスプロバイダー向けに設計された包括的なプラットフォームです。このプラットフォームを使用することで、ユーザーはクライアント、口座、金融商品をすべて一元管理することができます。FSC Accredited Professional認定試験は、このプラットフォームの機能や能力に関する知識をテストするために設計されています。クライアント関係の管理、金融商品やサービス、規制遵守などのトピックについてテストされます。また、特定のビジネスニーズに合わせてFinancial Services Cloudプラットフォームを構成、カスタマイズ、統合する能力もテストされます。
Salesforce Financial Services Cloud (FSC) Accredited Professional 認定 Financial-Services-Cloud 試験問題 (Q26-Q31):
質問 # 26
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
正解：B
解説：
In an existing Financial Services Cloud org using the individual account model, custom objects are used to represent other assets, liabilities, and goals. These objects are related to the Account object via lookuprelationships. For example:
The Other Asset object is used to represent non-financial assets owned by an account holder, such as real estate properties, vehicles, or jewelry.
The Other Liability object is used to represent non-financial liabilities owed byan account holder, such as mortgages, loans, or taxes.
The Financial Goal object is used to represent financial objectives pursued by an account holder, such as retirement planning, education funding, or debt reduction. Verified References: : Salesforce Help Article
[10]: Salesforce Help Article [11] : Salesforce Help Article [12]
質問 # 27
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
正解：C
解説：
To enable advisors to capture Once-in-a-Lifetime events and prevent users from accidentally creating more than one event of such an event type, the consultant should configure Unique event types. Unique event types are event types that can only be created once for each contact or individual, such as birth, death, or marriage. By using Unique event types, the consultant can ensure that advisors can capture important life events for their customers and avoid duplication or inconsistency.
質問 # 28
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?
正解：C
解説：
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]
質問 # 29
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
正解：A
解説：
Explanation
Actionable Relationship Center (ARC) is a tool that a Salesforce FSC consultant can recommend to a wealth manager who needs to make sense of complex client relationships and discover new business opportunities. ARC is an advanced visualization engine that provides a holistic view of customers and their relationships with actionable insights, all in one place5. ARC helps users understand relationships among people and businesses by presenting them in interactive components, such as graphs, cards, lists, and filters6. ARC also allows users to perform actions on the customer data, such as creating tasks, sending emails, or updating records7.
References:
Actionable Relationship Center (ARC)
Get Started with Actionable Relationship Center
Work with Actionable Relationship Center
質問 # 30
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?
正解：A、C、D
解説：
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file and Data Loader to perform a bulk update operation. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3
質問 # 31
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Financial-Services-Cloud復習攻略問題: https://jp.fast2test.com/Financial-Services-Cloud-premium-file.html