최신 Financial-Services-Cloud 무료덤프 - Salesforce Financial Services Cloud (FSC) Accredited Professional
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
정답: B
설명: (DumpTOP 회원만 볼 수 있음)
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors 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?
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?
정답: D
설명: (DumpTOP 회원만 볼 수 있음)
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?
Which two Financial Services Cloud capabilities should help address these challenges?
정답: B,C
설명: (DumpTOP 회원만 볼 수 있음)
Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?
정답: C
설명: (DumpTOP 회원만 볼 수 있음)
What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
정답: D
설명: (DumpTOP 회원만 볼 수 있음)
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
정답: C
설명: (DumpTOP 회원만 볼 수 있음)
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
정답: B
설명: (DumpTOP 회원만 볼 수 있음)
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
정답: A,B,E
설명: (DumpTOP 회원만 볼 수 있음)
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
정답: A
설명: (DumpTOP 회원만 볼 수 있음)
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
정답: A,B,C
설명: (DumpTOP 회원만 볼 수 있음)