試験準備には欠かさない！Financial-Services-Cloud問題解答でFinancial-Services-Cloud試験問題集 [Q24-Q38]

24、Lake Tahoe Bank would like to restrict their FSC users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can a SF implement such a requirement?
(1 correct answer)

25、What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?

26、A time dependent action is placed in the work flow queue when the record is created.
When will the action be removed from the queue? (2 answers)

27、What should an administrator consider when configuring workflow rules? (2 answers)

28、Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)

29、An opportunity record created with a close date of July 30, meets the criteria of time -dependent workflow rule. The time dependent action is scheduled for July 23. What happens if the opportunity is edited before July 23 and no longer meets the criteria?

30、Which Financial Services object would you use to store Bank Accounts data?

31、Which three things must an admin keep in mind when creating Action Plan Templates’5

32、Universal Containers wants to create a custom object to capture account survey dat a. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record.
How should the system administrator meet this requirement? (2 answers)

33、Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)

34、The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

35、Which object would you use to model the relationship between business contact and the client on the relationship group?

36、What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

37、A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

38、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?