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

A. Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

B. Implementing a generic, one-size-fits-all solution for all customers

C. Creating a new Salesforce instance from scratch for the customer

D. Importing the customer's existing data into Salesforce FSC without any modifications

A. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.

B. Brokers should be modeled as Contact and the Broker company should be modeled as Account, even if they're a legal entity '-' individually.

C. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.

D. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.

A. FSC Extension permission set

B. FSC Standard permission set

C. FSC Basic permission set

D. FSC Foundations permission set

A. Expressed interests

B. Referrals Assigned to me

C. My Approved Referrals

D. Web to Lead Referrals

E. My Top Referrers

A. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

B. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

C. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

D. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

E. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

A. Client-level records are aggregated by setting up client-level rollups to all primary group members.

B. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

C. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.

D. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.

A. Create a Canvas application for the Authentication module.

B. Create a Lightning web component.

C. Create an OmniScript flow.

D. Create a screen flow.

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.

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.

A. Remove the Event or Milestone from the Lightning Component in the Developer Console.

B. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object

C. Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.

D. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.