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Die von Salesforce Financial Services Cloud (FSC) akkreditierte professionelle Prüfung ist ein Zertifizierungsprogramm für Fachleute, die ihr Fachwissen in Salesforce FSC nachweisen möchten. Diese Prüfung ist ideal für Personen, die in der Finanzbranche arbeiten und ihr Wissen und ihre Fähigkeiten bei der Verwaltung von Finanzdienstleistungen durch Salesforce verbessern möchten. Das Zertifizierungsprogramm behandelt verschiedene Themen im Zusammenhang mit FSC, einschließlich Kundenmanagement, Finanzkontoverwaltung und Finanzplanung.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Financial-Services-Cloud Prüfungsfragen mit Lösungen (Q58-Q63):

58. Frage
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

A. The Referral Score updated when a referral is convened to an Opportunity or closed.
B. The Referral Score updated when a referral is assigned from the queue to a user.
C. The Referral Score updated when a lead is created using the referral record type.
D. The Referral Score updated when an opportunity associated with the Referral is Closed Won

Antwort: D

Begründung:
Explanation
The Referral Score is updated when an opportunity associated with the Referral is Closed Won. The Referral Score is a metric that measures the quality and quantity of referrals that a user creates or receives. The Referral Score is calculated as the number of referrals converted to opportunities divided by the total number of referrals. The Referral Score is displayed in the Referral Summary component on the user's Home page or record page. The Referral Score is updated whenever a referral is converted to an opportunity or an opportunity is closed as won or lost. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 4

59. Frage
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
B. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission set assigned to the user.
C. To use a Flow, a user must have access to the underlying object and its field
D. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.

Antwort: A,B,C

60. Frage
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

A. Utilize Action Plan and Action INan Template.
B. Utilize Chatter notifications for reminders.
C. Create an after-save trigger to generate reminder tasks.
D. Utilize Financial Services Clouc flag Templates to flag missing items.

Antwort: A

Begründung:
Explanation
To help onboarding new customers, the consultant should recommend using Action Plan and Action Plan Template. Action Plan is a feature in Financial Services Cloud that allows you to automate and standardize common business processes or service requests, such as customer onboarding, account opening, or loan origination. You can use Action Plan to create templates that define the tasks, owners, and deadlines for each process or request. You can also use Action Plan to enforce task dependencies and completion criteria, so that bankers cannot skip or miss any tasks or move to the next stage of the onboarding process without meeting the requirements. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2

61. Frage
The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users.
What should the administrator do?

A. Ensure the new value was marked as active
B. Add the new value to the appropriate record type
C. Ensure the limit of 10 stage values was not exceeded
D. Add the new value to the appropriate sales process

Antwort: D

62. Frage
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

A. Use
B. Use Global Action lo create Referrals.
C. Write a trigger to create Referrals from a 'Create Referral* button.
D. Use the Case process and create Cases with Case Type 'Referrar'.

Antwort: B

63. Frage
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Alan Rose Alan Rose

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