최신Salesforce Financial Services Cloud (FSC) Accredited Professional - Financial-Services-Cloud무료샘플문제

A. ARC displays up to 5 related lists that have a configured compact layout.

B. To enable users to see the ARC, you will need to add the component for ARC to the page layout.

C. The Association Type picklist controls the account-account relationship that display in the ARC.

D. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.

E. ARC is certified to work with Person Accounts and Individual Accounts.

A. Add a custom Rollup By Lookup (RBL) rule.

B. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

C. Create a formula field and add it to the Account page layout

D. Financial Goalscan not be summarized at the household level.

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 of the household members is modeled as a Person Account and the household ismodeled as an Account.

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

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

A. When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

B. When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

C. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

D. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

A. 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.

B. 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.

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

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

A. Object: Financial Account; Field: Primary Owner

B. Object: Financial Account; Field: Joint Owner

C. Object: Account-Account Relationship; Field: Related Role

D. Object: Financial Account Role; Field: Role

A. APEX Code

B. Integration Procedures

C. OmniScripts

D. FlexCards

E. Business Rules Engine

A. Action Plans create repeatable tasks and automate the task sequences when executed

B. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.

C. Action Plans can speed up the collection of a list of documents needed for the loan application

D. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

E. Action Plans can automatically schedule the next appointment with the Advisor.

A. Industry Integration Solutions with the MuleSoft Anypoint Platform

B. OmniStudio Integration Procedures

C. Data Consumption Framework

D. Data Processing Engine

E. OmniStudio DataRaptors

A. HouseholdFinancial Accounts

B. Cases

C. Financial Holdings

D. Client Financial Goals

E. Notes and Attachments