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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-financial-services-cloud-ap/
课程评论：没有评论
课程名称：Salesforce金融服务云认证专业人士[WI25] 课程概述：金融服务云认证专业人士考试旨在评估具备实施Salesforce金融服务云解决方案知识、技能和经验的个人。该解决方案结合了行业特定的数据模型，涵盖了家庭和关系管理、金融账户与汇总、推荐管理、行动计划、生活事件等基本知识和技能。Salesforce金融服务云顾问通常拥有2-3年的经验，具备跨越Salesforce金融服务云解决方案的技能。具体包括： - 金融服务云用户角色和权限 - 金融服务云数据模型（对象关系、托管包和平台功能） - 金融账户、金融账户角色和金融目标 - 汇总摘要公式以总结金融账户数据 - 关系图、群组构建器和可操作关系中心 - 主要组和组成员资格以及其对原生汇总的影响 - 如何建模家庭账户和个人账户 - 生活事件与商业里程碑 - 行动计划和模板 考试内容涵盖以下主题： - 金融服务云管理与实施最佳实践：23% - 家庭、关系与汇总规则：23% - 生活事件与商业里程碑：9% - 推荐管理：11% - 行动计划与文件清单项目：14% - 流程：6% - 金融目标：6% - 可操作关系中心：8% 为了准备该考试，Salesforce建议结合实践经验、合作伙伴学习营的培训课程以及自我研究。虽然优先推荐Salesforce管理员认证，但并非参加此考试的必要条件。
The Financial Services Cloud Accredited Professional exam is intended for individuals who have the knowledge, skills, and experience with implementing the Salesforce Financial Services Cloud solution with an industry-specific data model. The Financial Services Cloud Accredited Professional encompasses the fundamental knowledge and skills to design, build, and deploy solutions for Household and Relationship Management, Financial Accounts and Rollups, Referral Management, Action Plans, Life Events and more.The Salesforce Financial Services Cloud Consultant generally has a minimum of 2-3 yearsexperience with skills that span the Salesforce Financial Services Cloud solution.Specifically, they understand: ● Financial Services Cloud user profiles and permissions ● Financial Services Cloud data model (object relationships, managed package and platform features) ● Financial Accounts, Financial Account Roles and Financial Goals ● Rollup Summary formulas to summarize financial account data ● Relationship Map, Group Builder and Actionable Relationship Center ● Primary Group and Group Membership and the effect on native Rollups ● How to model Household Accounts and Person Accounts ● Life Events & Business Milestones ● Action Plans and TemplatesThe Financial Services Cloud Accredited Professional Exam measures a candidate's knowledge and skills related to the following topics.FSC Admin & Implementation Best Practice : 23%Household, Relationships & Rollup Summary Rules : 23%Life Events & Business Milestones : 9%Referral Management : 11%Action Plans & Document Checklist Items.: 14%Flows : 6%Financial Goals : 6%Actionable Relationship Center. : 8%As preparation for this exam, Salesforce recommends a combination of hands-on experience, training courses in Partner Learning Camp, and self-study in the areas listed in the Exam Outline section of this exam guide. The Salesforce Admin Certification is encouraged, but not required to take this exam.
