今すぐFinancial-Services-Cloud問題を使おうFinancial-Services-Cloud問題集PDF
問題集練習試験問題学習ガイドはFinancial-Services-Cloud試験合格させます
Salesforce Financial Services Cloudは包括的なプラットフォームであり、金融機関が顧客関係を管理し、プロセスを効率化し、総合的な業務を改善するのに役立ちます。FSC認定プロフェッショナル試験には、金融アカウントの管理、顧客オンボーディング、投資管理、コンプライアンス管理など、幅広いトピックが含まれています。
Salesforce Financial Services Cloudは、金融サービスプロバイダーが事業を合理化し、顧客エンゲージメントを増やし、収益を上げることができる強力で包括的なプラットフォームです。 FSCプラットフォームは、金融サービスプロバイダーが顧客データを管理し、販売およびマーケティング活動を追跡し、ビジネスパフォーマンスを監視するのに役立つさまざまなツールと機能を提供します。 Salesforce FSCで認定されることにより、専門家は、このプラットフォームを使用してクライアントと組織に価値を提供する専門知識と習熟度を実証できます。
質問 # 50
What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object? (2 Answers)
- A. Each account must not have related contacts
- B. Each contact may or may or may not have a related account.
- C. Each account must have a related account
- D. Each account may or may not have related contacts.
正解：C、D
質問 # 51
Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadata type and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?
- A. Custom Domain
- B. Einstein Relationship Insights
- C. Discovery Framework
- D. Lightning Experience for Financial Services Cloud
正解：A
質問 # 52
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
- A. The Association Type picklist controls the account-account relationship that display in the ARC.
- B. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
- C. ARC displays up to 5 related lists that have a configured compact layout.
- D. ARC is certified to work with Person Accounts and Individual Accounts.
- E. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
正解：A、B、C
解説：
Explanation
The following statements are correct about the Actionable Relationship Center Manager (ARC):
To enable users to see the ARC, you will need to add the component for ARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationships for a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend.
The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to your business needs. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4 : Salesforce Help Article 5
質問 # 53
Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.
What is the best practice for Sue Berry to identify her top referrers quickly?
- A. Use the Referral Performance by User dashboard to get the data.
- B. Use Action Plans to create Referral Records.
- C. Log each referral as an activity and create a dashboard.
- D. Log referrers in Salesforce using the Lead object and create a "My top Referrers" report.
正解：B、C、D
質問 # 54
What should an administrator consider when configuring workflow rules? (2 answers)
- A. Rule actions can take place immediately or on a specific date
- B. All existing records are evaluated when a new rule is activated
- C. Rules must be deactivated before using an import wizard
- D. Rules can be evaluated when records are created or edited
正解：A、D
質問 # 55
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual client review process. What steps should the Admin take to make that change?
- A. Edit the published Action Plan Template directly.
- B. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
- C. Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.
正解：C
解説：
Explanation
To update an existing, published Action Plan Template, the Admin should clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template. This is because published Action Plan Templates cannot be edited directly or set to inactive4. Cloning an Action Plan Template creates a copy of it with a new name and ID, which can then be modified and published4. Verified References: 4
質問 # 56
A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?
- A. The portfolio manager has not been given the permissions that enable users to view and manage ARC
- B. The ARC Component has not been added to the page layout
- C. The portfolio manager does not have access to the Lightning page that has the ARC component added
- D. The portfolio manager does not have access to the account records that he is trying to create for.
正解：A
解説：
A possible cause for why the portfolio manager cannot see ARC when trying to set up relationships between two accounts is that he has not been given the permissions that enable users to view and manage ARC. To access ARC, users need to have certain permissions and settings enabled in their user profile or permission set, such as:
View Setup and Configuration
Customize Application
Manage Custom Permissions
Financial Services Cloud Standard User
Financial Services Cloud Admin If any of these permissions or settings are missing, users may not be able to see or use ARC properly. Verified Reference: : Salesforce Help Article 5
質問 # 57
A consultant is configuring a demo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
- A. The user does not have "Mortgage User" checked in their user record.
- B. The administrator did not enable "Allow Mortgage Access" in Setup.
- C. The administrator did not assign the Mortgage permission set to the user.
- D. The Residential Loan Application flow was not enabled in the setup.
正解：C
解説：
Explanation
The administrator did not assign the Mortgage permission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup. References: [Mortgage Permission Set], [Residential Loan Application Object]
質問 # 58
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. Trust
- B. Group
- C. Family
- D. Peer
- E. Member
正解：A、C、D
解説：
Explanation
The following names are Association Type picklist field values:
Trust, which is a value that indicates that the accounts are related through a trust relationship.
Family, which is a value that indicates that the accounts are related through a family relationship.
Peer, which is a value that indicates that the accounts are related through a peer relationship.
質問 # 59
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
- A. Accounts & Businesses
- B. Accounts & Peers
- C. Accounts & Groups
- D. Accounts & Members
正解：B、C、D
質問 # 60
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
- A. Action Plans
- B. Apex Tnggers on the task object
- C. Flows
- D. Workflow Rules/Process Builder
正解：A
質問 # 61
A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
- A. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
- B. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
- C. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
- D. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
正解：A
解説：
To build the required sharing model for sensitive deal data, the consultant should use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy. The Financial Deal object is a custom object in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use the Financial Deal object to store sensitive deal information, such as deal name, amount, status, or participants. You can also use restriction rules to limit the visibility of Financial Deal records based on criteria such as role, profile, or ownership. Restriction rules can override the organization-wide default sharing settings and block user access to records that they would otherwise be able to see through the Role Hierarchy or other sharing mechanisms. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2
質問 # 62
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
- A. Search Layout
- B. Field Sets
- C. Page Layout
- D. Compact Layout
- E. Lightning Record Pages
正解：D
解説：
Explanation
To display the most important fields on the side panel of ARC, the Admin must configure the Compact Layout for each object. The Compact Layout is a layout that determines which fields appear in key places in Salesforce such as record highlights areas, list views, lookup dialogs, and global search results. The Admin can use the Compact Layout to select up to 10 fields that are most relevant for each object and display them on the side panel of ARC
質問 # 63
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?
- A. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
- B. Create an Account-Account relationship between the Adams Household and the attorney
- C. Create an Account-Contact relationship between the Adams Household and the attorney.
- D. Create an Account-Account Relationship between the Addams Family Trust and the attorney.
正解：A
解説：
To create a relationship between Rachel and her attorney before assigning the reciprocal role of "Attorney", the Wealth Advisor should create a Contact-Contact Relationship between the primary member of the Adams Household and the attorney. A Contact-Contact Relationship is a junction object that links two contacts or individuals and defines their relationship with each other2. By using Contact-Contact Relationship, the Wealth Advisor can capture Rachel's extended network of relationships with people outside of her household. Verified Reference: 2
質問 # 64
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?
- A. Configure the Financial Account List components for each required category.
- B. Add the Financial Account List component to the Account Lightning record page.
- C. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
- D. Create a custom picklist on the Financial Account object to track the Typ
- E. Configure Financial Account record types to match the required categories.
正解：A、C、D
解説：
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account, Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial Services Cloud. Banker is an object that represents a banker or an employee who works at a branch unit. Branch Unit is an object that represents a physical location where bankers provide services to customers. Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects.
質問 # 65
The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the Admin achieve this?
- A. Change the fields directly from the card.
- B. Edit Household Page Compact Layout on the Contact Object.
- C. Use the Schema Builder to update the field on the Household Card.
- D. Edit Household Page Compact Layout on the Account Object.
正解：D
質問 # 66
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
- A. Referral Scoring
- B. Referrals Rollups
- C. Group Member Referrals
- D. Referral Group Process Builder
正解：B
質問 # 67
When importing data, what happens if some records do NOT met the data validation criteria?
- A. Import process ignores the data validation criteria
- B. Import process aborts when it encounters the first invalid record
- C. Import process fails only for the records with invalid data.
- D. Import process requires user authorization to import the invalid records
正解：C
質問 # 68
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
- A. Create a custom obiect to track client's financial data
- B. Use Process Builder to create a workflow to summarize data at the Person Account level.
- C. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
- D. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
正解：D
解説：
A Primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client's financial data regardless of how often they change households. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 69.
質問 # 69
Scott Adams is opening a savings account at his mom's bank. The personal banker Hank Burton wants to make sure all Scott's financial data is rolling up to his parent's household, Adams Household. Rachel Adams, Scott's mom already is the primary member of the Adams Household. How can the banker accomplish this?
- A. Disable the primary group setting for Scott on the Adams Household.
- B. Make the Adams Household Scott's primary group and make him the primary member.
- C. Make the Adams Household Scott's primary group and edit the Activities & Objects to roll up.
正解：C
質問 # 70
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
- A. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
- B. Create a Referral for the Banker for an Education Savings Account
- C. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
- D. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
- E. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
正解：D、E
解説：
Explanation
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the child and a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create a record for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referrals to create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloud that allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified References: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page
33.
質問 # 71
During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?
- A. Discovery Framework can create both standard and hierarchical questions.
- B. FSC Discovery Framework allows archiving questions.
- C. Discovery Framework is built based on Salesforce Flow.
- D. Discovery Framework creates highly capable forms with integrations and advanced logic.
- E. Discovery Framework forms cannot be deployed to Communities,
正解：A、B、D
解説：
Explanation
Discovery Framework is a scalable assessment framework that financial institutions use to gather and evaluate customer information through digital and human channels. Some of the things to consider regarding Discovery Framework are:
Discovery Framework creates highly capable forms with integrations and advanced logic. The forms can be customized with various types of questions, validations, calculations, branching, and integrations with external systems1.
Discovery Framework can create both standard and hierarchical questions. Standard questions are single-level questions that can be grouped into sections. Hierarchical questions are multi-level questions that can have subquestions based on the answer to the parent question2.
FSC Discovery Framework allows archiving questions. Archiving a question removes it from the active question pool and prevents it from being added to new forms. Archived questions can be restored if needed3.
References:
Discovery Framework
Create Questions for Discovery Framework
Archive Questions for Discovery Framework
質問 # 72
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
- A. Integration Procedure
- B. DataRaptor
- C. OmniStudio Action Document Generation
- D. Calculation Procedure
正解：B、C
解説：
Explanation
The following OmniStudio tools should be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to create documents from templates and data sources using OmniScripts and Integration Procedures. By using OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript.
DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a data source that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.
質問 # 73
The administrator at universal containers will create a custom field to track a specific Tier 2 support user on a case record.
What data type should be used while creating this custom field?
- A. Formula
- B. Lookup Filter
- C. Hierarchical relationship
- D. Lookup relationship
正解：D
質問 # 74
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Financial-Services-Cloud問題集には練習試験問題解答：https://drive.google.com/open?id=1mOeHYuG_M2_eCPgu7X7BP8OgV9zqKwAt