최신 Financial-Services-Cloud 무료덤프 - Salesforce Financial Services Cloud (FSC) Accredited Professional

문제1

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?

A. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

B. Ensure Person Accounts is enabled on the org

C. Enable 'Individual to Person Account Migration' in Custom Settings.

D. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records

E. Configure your Person Account record types m the Indrvidual Record Type Mapper.

정답: B,D,E

설명: (DumpTOP 회원만 볼 수 있음)

문제2

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

A. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.

B. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.

C. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.

D. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.

E. In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.

정답: B,C,D

문제3

Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

A. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

B. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.

C. Person Accounts can be merged with Business Accounts in Financial Services Cloud

D. To share a Person Account record the admin will need to create sharing rules Account and Contact objects

E. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type

정답: B,E

설명: (DumpTOP 회원만 볼 수 있음)

문제4

The system administrator team at a retail consumer bank just received data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?

A. 1. Accounts and contacts
2. Households
3. Financial accounts

B. 1. Households
2. Financial accounts
3. Person accounts

C. 1. Accounts and contacts
2. Financial accounts
3. Account groups and households

D. 1. Financial accounts
2. Accounts and contacts
3, Account groups

정답: C

설명: (DumpTOP 회원만 볼 수 있음)

문제5

The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?

A. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.

B. CDS can only be applied to FSC objects and Account and Opportunity objects.

C. CDS in FSC allows record owners to grant access to their records to other FSC users.

D. Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,

E. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.

정답: A,B,C

설명: (DumpTOP 회원만 볼 수 있음)

문제6

Which three referral metrics are tracked with custom components included in Financial Services Cloud?

A. Expressed interests

B. Referrals Assigned to me

C. My Approved Referrals

D. Web to Lead Referrals

E. My Top Referrers

정답: A,B,E

설명: (DumpTOP 회원만 볼 수 있음)

문제7

A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

B. Record alert categories are not required when creating a record alert, but they help keep alerts organized.

C. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.

D. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.

정답: A

문제8

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A. Data Processing Engine

B. Data Consumption Framework

C. OmniStudio Integration Procedures

D. OmniStudio DataRaptors

E. Industry Integration Solutions with the MuleSoft Anypoint Platform

정답: C,D,E

설명: (DumpTOP 회원만 볼 수 있음)

문제9

Which step is required to give a group of users access to a Financial Deal?

A. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

B. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

C. Update Industries Settings to give users access to the Financial Dew object.

D. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

정답: A

설명: (DumpTOP 회원만 볼 수 있음)

문제10

Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.

B. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.

C. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.

D. Grant users access to the Financial Account object with permission set

정답: A,D

설명: (DumpTOP 회원만 볼 수 있음)

최신 Financial-Services-Cloud 무료덤프 - Salesforce Financial Services Cloud (FSC) Accredited Professional

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