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Financial-Services-Cloud過去問題 & Financial-Services-Cloud試験対策書
BONUS!!! Topexam Financial-Services-Cloudダンプの一部を無料でダウンロード:https://drive.google.com/open?id=1PSgItSfn85H0NEX7ih1XMaAoU6THeaQd
Financial-Services-Cloud試験問題のヒット率は非常に高く、もちろん合格率も非常に高くなります。製品を選択する前に、独自の合格率を比較しておく必要があります。 Financial-Services-Cloud学習資料は、リストの一番上に表示される必要があります。また、Financial-Services-Cloud学習クイズの合格率は99%です。これは私たちの努力の結果であり、ユーザーへの最高の贈り物です。私たちのFinancial-Services-Cloud学習教材は非常に高い合格率を持つことができ、すべてのメンバーが最初に顧客の概念を支持するのは段階的な結果です。 Financial-Services-Cloudトレーニング準備の試用版を使用する場合は、購入することをお勧めします!
Salesforce Financial Services Cloud Accredited Professionalになるためには、候補者は金融サービス業界について強い理解を持ち、SalesforceのFSCプラットフォームでの経験が必要です。試験は60問の多肢選択問題で構成されており、90分以内に完了する必要があります。試験に合格するためには、クライアントのためにFSCソリューションを効果的に実装する能力を示す最低68%の得点が必要です。
Salesforce FSC認定プロフェッショナルは、金融サービス業界におけるデジタルトランスフォーメーションの増加するニーズを考慮すると、高い需要があります。この認定は、プロフェッショナルが競合他社から差別化し、収益性を高めるのに役立ちます。さらに、金融サービス業界でSalesforceプラットフォームを活用するための知識やベストプラクティスを共有できる、同じ考え方を持ったプロフェッショナルのコミュニティへのアクセスを提供します。
>> Financial-Services-Cloud過去問題 <<
Financial-Services-Cloud試験の準備方法|一番優秀なFinancial-Services-Cloud過去問題試験|ユニークなSalesforce Financial Services Cloud (FSC) Accredited Professional試験対策書
当社Topexamは、常にFinancial-Services-Cloud認定の傾向を追ってきました。当社の研究開発チームは、Financial-Services-Cloud試験で出題される質問を調査するだけではありません。 Financial-Services-Cloud練習資料の内容は、試験のすべての質問が含まれるように慎重に選択されています。そして、私たちの教材には、いつでも、どこでも、読む、Salesforce Financial Services Cloud (FSC) Accredited Professionalテストする、勉強するのに役立つ3つの形式があります。つまり、当社の製品を使用すると、試験の準備を効率的に行うことができます。 Financial-Services-Cloud認定を希望される場合、当社Salesforceの製品が最適です。
Salesforce FSC認定の専門的試験は、クライアント管理、財務計画、運用管理など、さまざまなトピックをカバーしています。この試験では、データ管理、自動化、レポートなど、プラットフォームの技術的側面もカバーしています。この試験は、プラットフォームに関する個人の知識と理解、および実際の状況でこの知識を適用する能力をテストするように設計されています。
Salesforce Financial Services Cloud (FSC) Accredited Professional 認定 Financial-Services-Cloud 試験問題 (Q170-Q175):
質問 # 170
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?
- A. Use flows to remove the neea for complex Lightning pages.
- B. Configure Dynamic Lightning pages.
- C. Enable In-App Guidance to provide walk-throughs.
- D. Build custom Lightning pages that correspond to each stage of the business process.
- E. Configure Dynamic Actions for Lightning pages.
正解:A、C、E
解説:
The following actions regarding functionality and features should be suggested to help guide Cumulus Insurance users through their complex business processes:
Configure Dynamic Actions for Lightning pages. Dynamic Actions are a feature that allows you to customize the actions that appear on a Lightning page based on criteria such as record type, field value, device type, or user profile. You can use Dynamic Actions to show or hide actions that are relevant or irrelevant for each stage of the business process, such as creating a case, sending an email, or generating a quote.
Enable In-App Guidance to provide walk-throughs. In-App Guidance is a feature that allows you to create prompts and guided tours that appear within the Salesforce app to help users learn new features, complete tasks, or adopt best practices. You can use In-App Guidance to provide step-by-step guidance for complex business processes, such as onboarding a customer, submitting a claim, or renewing a policy.
Use flows to remove the need for complex Lightning pages. Flows are a tool that allows you to automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. You can use flows to simplify and streamline complex business processes, such as applying for a loan, enrolling in a plan, or changing a beneficiary. Verified Reference: : Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
質問 # 171
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
- A. Profiles
- B. Lightning Page Editor
- C. Custom Settings
- D. Object Settings
正解:C
解説:
To enable Multiple Relationship Groups, which is a feature that allows users to add individuals to more than one group or household, the Admin needs to use Custom Settings. Custom Settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. The Admin can use Custom Settings to enable Multiple Relationship Groups by following these steps:
From Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.
Click Manage next to Group Member Record Type Mapper.
Click Edit next to Default Organization Level Value.
In Multiple Relationship Groups Enabled, select True.
Click Save.
質問 # 172
Which three insurance processes are managed by the Policy Administration component?
- A. Payments
- B. Approvals
- C. Commissions
- D. Underwriting
- E. Endorsements
正解:A、B、E
解説:
Explanation
The following insurance processes are managed by the Policy Administration component:
Payments: Payments are the amounts that a policyholder pays to an insurance company for a policy or a claim. You can use the Policy Administration component to manage the payment schedules, methods, and statuses for your policies and claims. You can also use the Policy Administration component to integrate with external payment systems and track the payment transactions and balances for your policies and claims.
Approvals: Approvals are the processes that an insurance company follows to review and authorize a policy or a claim. You can use the Policy Administration component to configure and automate the approval workflows, rules, and criteria for your policies and claims. You can also use the Policy Administration component to assign approvers, send notifications, and monitor the approval statuses and histories for your policies and claims.
Endorsements: Endorsements are the changes or modifications that a policyholder requests or an insurance company makes to a policy. You can use the Policy Administration component to manage the endorsement requests, types, and statuses for your policies. You can also use the Policy Administration component to update the policy details, coverages, premiums, or terms based on the endorsements for your policies. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10] :
Salesforce Help Article [11]
質問 # 173
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
- A. Actionable Relationship Center (ARC), an advanced visualization engine
- B. Data Visualization with Marketing Cloud Intelligence
- C. Financial Services Cloud Einstein
- D. Data Filtering and Sorting in Tableau Desktop
正解:A
解説:
Explanation
Actionable Relationship Center (ARC) is a tool that a Salesforce FSC consultant can recommend to a wealth manager who needs to make sense of complex client relationships and discover new business opportunities. ARC is an advanced visualization engine that provides a holistic view of customers and their relationships with actionable insights, all in one place5. ARC helps users understand relationships among people and businesses by presenting them in interactive components, such as graphs, cards, lists, and filters6. ARC also allows users to perform actions on the customer data, such as creating tasks, sending emails, or updating records7.
References:
Actionable Relationship Center (ARC)
Get Started with Actionable Relationship Center
Work with Actionable Relationship Center
質問 # 174
The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Call to report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
- A. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
- B. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
- C. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
- D. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
- E. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeTe
正解:A、B、E
解説:
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC. This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approval workflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life events component that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSC Home Page
質問 # 175
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