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問題1
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

正確答案: A
說明:(僅 NewDumps 成員可見)
問題2
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

正確答案: A,D,E
說明:(僅 NewDumps 成員可見)
問題3
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

正確答案: D
說明:(僅 NewDumps 成員可見)
問題4
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

正確答案: D
說明:(僅 NewDumps 成員可見)
問題5
During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

正確答案: B,C,D
說明:(僅 NewDumps 成員可見)
問題6
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

正確答案: C
說明:(僅 NewDumps 成員可見)
問題7
To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?

正確答案: B,C
說明:(僅 NewDumps 成員可見)
問題8
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

正確答案: D
說明:(僅 NewDumps 成員可見)
問題9
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

正確答案: A,D,E
說明:(僅 NewDumps 成員可見)
問題10
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

正確答案: A
說明:(僅 NewDumps 成員可見)
問題11
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

正確答案: C,D,E
說明:(僅 NewDumps 成員可見)
問題12
An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?

正確答案: A
說明:(僅 NewDumps 成員可見)
問題13
Which two statements are true about Group Membership in Financial Services Cloud?

正確答案: B,C
說明:(僅 NewDumps 成員可見)
問題14
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?

正確答案: A,D,E
說明:(僅 NewDumps 成員可見)

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