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質問 # 48
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
- A. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
- B. Create an Apex trigger that will prevent the saving of multiple one-time events
- C. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
- D. Remove user's ability to create one-time events
正解：A
解説：
Explanation
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.
質問 # 49
Which statement is true regarding an approval process? (2 answers)
- A. An assignment rule defines the approver for each process step
- B. The approval history related list can be used to track the process
- C. An approval action defines the result of record approval or rejection
- D. A delegated approver can reassign approval requests
正解：B、C
質問 # 50
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
- A. Perform an operation for more records than schedule-triggered flows allow
- B. Suggest offers and actions to users that are tailored to meet an organization's unique business criteria.
- C. Collect input from internal users with a form placed on a Lightning page cKlaunched by a button.
- D. Coordinate multiple flows and assign them to multiple teams or individuals.
正解：C
解説：
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, execute logic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.
質問 # 51
Which feature license can be assigned to a user record in Salesforce (2 answers)
- A. Opportunity user
- B. Service cloud user
- C. Console user
- D. Knowledge user
正解：B、D
質問 # 52
Which three of these statements are true for Rollup By Lookup (RBL) in FSC?
- A. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.
- B. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
- C. Rollup By Lookup (RBL) do not require a lot of processing power.
- D. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
- E. Salesforce does not recommend or provide support for creation or customization of FSC RBL rules.
正解：B、D、E
質問 # 53
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
- A. Action Plans can automatically schedule the next appointment with the Advisor.
- B. When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.
- C. Action Plans create repeatable tasks and automate the task sequences when executed
- D. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
- E. Action Plans can speed up the collection of a list of documents needed for the loan application
正解：B、C、D
質問 # 54
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?
- A. Specific User
- B. Account Team
- C. Action Plan Creator
- D. Queues
- E. Role
正解：D
質問 # 55
Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features should a consultant suggest to Cumulus Bank to implement?
- A. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
- B. Data Import Wizard to upload the data collected in spreadsheets
- C. A Mortgage Application' custom object to hold the collected client data
- D. Flow Builder to automate these business processes
正解：A、D
解説：
Explanation
Salesforce provides features and tools to help financial institutions improve the efficiency of their mortgage processes and provide better experiences for their customers. Some of the features and tools that a consultant can suggest to Cumulus Bank to implement are:
The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud: These are prebuilt flow templates that guide users through the steps of creating a mortgage application, capturing borrower information, and submitting the application for approval7. The templates can be customized to suit the bank's specific needs and requirements8.
Flow Builder to automate these business processes: Flow Builder is a point-and-click tool that lets users create flows to automate business processes in Salesforce9. Flow Builder can be used to create custom mortgage flows that integrate with other Salesforce features, such as data models, objects, fields, validation rules, and actions10.
References:
Flow Builder for Mortgage
Customize Mortgage Flows
Flow Builder
Create a Mortgage Flow
質問 # 56
The SF admin wants to make it easier or call center agents to complete some common tasks by setting up Lightning Flows (3 correct answers)
- A. To run LF, the user needs a LF permission set license
- B. You can clone LF Templates and then customize according to your needs
- C. To use FSC LF, you'll need the FS Managed Package installed in the org
- D. LF are available in multiple languages
正解：A、B、C
質問 # 57
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
- A. Referral Routing Rules
- B. Referral Approval Processes
- C. Einstein Referral Scoring for Financial Services Cloud
- D. Intelligent Need-Based Referrals and Scoring
正解：D
質問 # 58
Which of the following objects do support Group-Level Rollups7
- A. Tasks
- B. Action Plans
- C. Alerts
- D. Financial Accounts
- E. Opportunities
正解：A、D、E
質問 # 59
What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)
- A. It enables user access to the Actionable Relationship Center Lightning component
- B. It enables user access to Download Analytics Data and Install Analytics Templated Apps
- C. It enables user access to the Action Plans feature
- D. It enables user to configure Compliant Data Sharing
正解：A、D
質問 # 60
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?
- A. Role Hierarchy-based sharing is disabled by default in CDS.
- B. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
- C. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design? - D. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
- E. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
正解：A、D、E
質問 # 61
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future.
Which of the following statements are correct?
- A. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.
- B. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
- C. Life Events can not be displayed on the Household level of the Account Record
- D. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
正解：A、D
質問 # 62
The Actionable Relationship Center (ARC) is using the Association Type picklist to control the account-account relationships. Which three of the following names are Association Type picklist field values?
- A. Member
- B. Family
- C. Group
- D. Peer
- E. Trust
正解：A、C、D
質問 # 63
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