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Salesforce Financial-Services-Cloud（FSC）認可的專業認證考試是為希望在Salesforce Financial Services Cloud展示專業知識的個人而設計的。該認證考試專門針對金融服務行業的專業人員量身定制，他們希望提高其在現場的技能和知識。這是一項備受追捧的認證，在全球範圍內得到雇主的認可。

Salesforce金融服務雲（FSC）認證考試是一項旨在測試與Salesforce金融服務雲一起工作的專業人員的知識和技能的認證考試。此考試針對與金融服務組織合作並負責實施、配置和管理Salesforce金融服務雲的專業人員。該考試綜合性強，涵蓋與Salesforce金融服務雲相關的各種主題。

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Salesforce金融服務雲是一款專為金融服務公司而設的基於雲端的平台。它旨在幫助金融服務機構加速數字轉型，為客戶提供更好的體驗。金融服務雲提供了客戶的360度視圖，讓金融服務專業人員完全了解客戶的金融需求和偏好。然後，這些信息可以用於創建個性化的體驗和提供定制的產品和服務。

最新的 Accredited Professional Financial-Services-Cloud 免費考試真題 (Q58-Q63):

問題 #58
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

A. Events
B. Notes
C. Engagement Interaction
D. Interaction Summary

答案：D

解題說明：
Explanation
Interaction Summary is the Financial Services Cloud feature that should be recommended in this scenario.
Interaction Summary is a standard object that represents a summary of an interaction with a client or a group of clients. It allows the user to capture meeting notes, specify confidentiality level, link related records, and associate interaction participants. Interaction Summary can be created from the Interaction Summary component on a record page or from the New Interaction Summary action on a list view or related list.
References: [Interaction Summary Object], [Create an Interaction Summary]

問題 #59
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A. Client Segmentation
B. Financial Service Cloud Extension
C. Financial Service Cloud Basic
D. Financial Services Cloud Standard

答案：C

解題說明：
Explanation
To grant restricted access to users like Bank Tellers who need only limited access to Financial Services Cloud features, the Admin can use Financial Service Cloud Basic permission set license. This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL).

問題 #60
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?

A. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object
B. Remove the Event or Milestone from the Lightning Component in the Developer Console.
C. 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.
D. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.

答案：D

解題說明：
To hide highly sensitive Life Events or Business Milestones until they happen, the Admin can hide them on the Events & Business Milestones Lightning Component page properties. The Events & Business Milestones Lightning Component is a component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the page properties to customize the component and select which event types or milestone types to show or hide on the timeline2. Verified Reference: 2

問題 #61
Which step is required to give a group of users access to a Financial Deal?

A. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
B. Update Industries Settings to give users access to the Financial Dew object.
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.

答案：C

解題說明：
Explanation
To give a group of users access to a Financial Deal, you need to share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list. The Financial Deal Participants related list is a custom related list on the Financial Deal object that allows you to add users, groups, or queues as participants of a financial deal. Participants can have different roles and access levels for a financial deal, such as Owner, Collaborator, Viewer, or Approver. By adding a group as a participant, you can grant access to all the members of that group for a specific financial deal. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7]

問題 #62
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A. Create Account sharing rules based on criteria.
B. Create a Financial Account sharing rule based on record owner.
C. Create a Financial Account sharing rule based on criteri
D. Create an Account sharing rule based on record owner.

答案：C

解題說明：
Explanation
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group based on a field value that indicates the product type.

問題 #63
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