Financial-Services-Cloud 무료 덤프문제 온라인 액세스

Which step is required to give a group of users access to a Financial Deal?

• A.Update Industries Settings to give users access to the Financial Dew object.
• B.Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
• C.Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
• D.Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

• A.To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.
• B.As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
• C.After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
  /analysis.
• D.The administrator can ask the business manager on the investment bank team to review the file directly.

A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

• A.Record alert categories are not required when creating a record alert, but they help keep alerts organized.
• B.When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
• C.With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
• D.When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.

A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?

• A.A Marketing Cloud integration to manage client communications
• B.Process Builder to create automatl&Socument requests for missing items
• C.An APEX solution to leverage the SendMail capabilities of Salesforce
• D.The Send Documents flow for Retail Banking

A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?

• A.Account Account Relationship
• B.Account
• C.Account Contact\Relationship
• D.Contact-Contact Relationship