先試後買

A. Test out the conversion in a sandbox, including all integrations and customizations.

B. Ensure all individual account records to be converted are only linked to exactly one contact record.

C. Ensure each account.phone field in the individual account record is blank.

D. Update all opportunities linked to individual account records to be owned by the individual account record's owner.

E. Ensure each individual account to be converted is not a parent account of any other account records.

A. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

B. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

C. RBL rules do not require a lot of processing power.

D. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

E. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

A. Assign the integration user to the System Administrator profile.

B. Update the System Administrator profile to include the API Only User.

C. Create a dedicated Integration User.

D. Create a new customprofile and ensure API Only is selected.

A. Use the 'task creator' tool to create a new task and associate with the existing Action Plan

B. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

C. Usethe Action Plan item feature to add an additional task to a published Action Plan.

D. Create an independent Task not related to original Action Plan

A. Manage policy holder's interactions with customer service agents intelligently through the underwriting process.

B. Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.

C. Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.

D. Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.

E. Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.

A. A flow to get the data into Salesforce

B. A Lightning web component to restrict data from users

C. An integration User and Integration Profile to enable the connection

D. Objects and fields to store the data

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

B. 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.

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

D. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object

A. Accounts & Members

B. Accounts & Peers

C. Accounts & Businesses

D. Accounts & Groups

A. Discovery Framework forms cannot be deployed to Communities,

B. Discovery Framework creates highly capable forms with integrations and advanced logic.

C. FSC Discovery Framework allows archiving questions.

D. Discovery Framework can create both standard and hierarchical questions.

E. Discovery Framework is built based on Salesforce Flow.

A. Unique event types

B. Once-in-a-Lifetime event types

C. Special event types

D. Single event types

A. Search Layout

B. Field Sets

C. Page Layout

D. Lightning Record Pages

E. Compact Layout

A. OmniScripts

B. Business Rules Engine

C. Integration Procedures

D. FlexCards

E. APEX Code