[2024年01月] ベストな問題集を使おうAccredited Professional Financial-Services-Cloud専門試験問題
100%の合格率を試そう！更新されたのはFinancial-Services-Cloud試験問題 [2024]
Salesforce Financial-Services-Cloudは、金融サービス企業向けに特別に設計されたクラウドベースのプラットフォームです。金融サービス機関がビジネスプロセスと顧客関係を管理するための包括的なツールとリソースを提供します。Financial-Services-CloudはSalesforceプラットフォーム上に構築されているため、高度にカスタマイズ可能でスケーラブルで安全です。Financial-Services-Cloudは顧客データの統一ビューを提供し、金融サービス企業が顧客のニーズと好みをよりよく理解することができます。
Salesforce FSC Accredited Professional Examineは、60の複数選択の質問で構成されるオンライン試験です。試験時間は90分で、合格スコアは68％です。試験の質問は、候補者のSalesforce FSCに関する知識と理解をテストするように設計されており、質問は、金融の専門家が日々の仕事で遭遇する可能性のある現実のシナリオに基づいています。試験の完了は、候補者がSalesforce FSCを深く理解しており、プラットフォームを使用してクライアントに効果的な金融サービスを提供できることを示しています。
質問 # 87
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 ARC Component has not been added to the page layout
- B. The portfolio manager does not have access to the Lightning page that has the ARC component added
- C. The portfolio manager has not been given the permissions that enable users to view and manage ARC
- D. The portfolio manager does not have access to the account records that he is trying to create for.
正解：C
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 # 88
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
- A. Financial Account
- B. Assets & Liabilities
- C. Account
- D. Opportunity
- E. Case
正解：A、C、D
解説：
The following objects should be used when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder's financial goal. You can use the Financial Account object to store information about your customers' financial accounts, such as type, balance, status, or interest rate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers' financial accounts. Verified Reference: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]
質問 # 89
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
- A. Einstein Referral Scoring for Financial Services Cloud
- B. Intelligent Need-Based Referrals and Scoring
- C. Referral Approval Processes
- D. Referral Routing Rules
正解：B
解説：
Explanation
Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client's needs, preferences, and interactions. It also helps bankers route referrals to the best suited specialists or advisors.
質問 # 90
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
- A. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
- B. RBL rules do not require a lot of processing power.
- C. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
- D. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
- E. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
正解：A、C、E
解説：
The following statements are true for Rollup By Lookup (RBL) in Financial Services Cloud:
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. You can use RBL rules to aggregate financial account data across different levels of client relationships.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels. You can use RBL configuration to define which fields are rolled up and how they are calculated for each diem and group type.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules. RBL rules are complex and require extensive testing and validation. If you need to create or customize RBL rules, you should contact a certified Salesforce partner or consultant. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 75. : Salesforce Financial Services Cloud Implementation Guide, page 76. : Salesforce Financial Services Cloud Implementation Guide, page 77.
質問 # 91
What benefits do Flows for Financial Services Cloud offer to support customer onboarding?
- A. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
- B. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
- C. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
- D. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
- E. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
正解：C
質問 # 92
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 criteri
- C. Create an Account sharing rule based on record owner.
- D. Create a Financial Account sharing rule based on record owner.
正解：B
解説：
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.
質問 # 93
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?
- A. Use Lightning Scheduler to periodically schedule tasks for account owners.
- B. Train account owners to create required tasks periodically and set due dates for tracking.
- C. Run a nightly process to create tasks and assign them to account owners for follow-ups
- D. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
正解：D
解説：
As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.
質問 # 94
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
- A. Setup > Custom Code > Static Resources
- B. Setup > Financial Services > Icons > Life Events and Business Milestones
- C. Setup > User Interface > icons > Life Events and Business Milestones
- D. Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties
正解：C
質問 # 95
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
- A. Setup > User Interface > icons > Life Events and Business Milestones
- B. Setup > Financial Services > Icons > Life Events and Business Milestones
- C. Setup > Custom Code > Static Resources
- D. Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties
正解：C
解説：
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 58.
質問 # 96
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?
- A. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
- B. If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Action Plan is recommended to improve the current state.
- C. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Framework can be used to improve the current state.
- D. If the company struggles with the low effi^ency of tracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
正解：A
解説：
Explanation
The consultant should consider the following from a customer onboarding perspective:
If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies, Action Plan can be used to improve the current state. Action Plan is a feature in Financial Services Cloud that allows you to automate and standardize common business processes or service requests, such as customer onboarding, account opening, or loan application. You can use Action Plan to create templates that define the tasks, owners, and deadlines for each process or request. You can also use Action Plan to create instances of templates that apply to specific target records, such as accounts, contacts, or opportunities. Action Plan can help you collect data in questionnaires and ensure compliance with company policies by providing step-by-step guidance and validation rules for each task. Verified References: : Salesforce Help Article [4] : Salesforce Help Article [5]
質問 # 97
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
- A. FSC Basic permission set license
- B. FSC Foundations permission set license
- C. FSC Standard permission set license
- D. FSC Extension permission set license
正解：C
質問 # 98
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. Financial Services Cloud Standard
- B. Financial Service Cloud Extension
- C. Client Segmentation
- D. Financial Service Cloud Basic
正解：D
質問 # 99
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 enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
- B. Action Plans create repeatable tasks and automate the task sequences when executed
- C. 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.
- D. Action Plans can speed up the collection of a list of documents needed for the loan application
- E. Action Plans can automatically schedule the next appointment with the Advisor.
正解：A、B、C
解説：
Explanation
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record.
Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
質問 # 100
What step is required to give users access to the Financial Services Cloud Commercial Banking features?
- A. Update the user profiles to give users access to Financial Services Cloud objects
- B. Install the Commercial Banking Managed Package
- C. Assign permission sets to give users access to the Commercial Banking Console Lightning app.
- D. Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
正解：C
解説：
Explanation
To give users access to the Financial Services Cloud Commercial Banking features, such as Commercial Banking Console Lightning app, Referrals List component, and Treasury Services object, the Admin needs to assign permission sets to the users. Permission sets are collections of settings and permissions that give users access to various tools and functions4. The Admin can use the following permission sets to enable Commercial Banking features for the users4:
FSC Commercial Banking Console User: This permission set gives users access to the Commercial Banking Console Lightning app, which is a custom app that provides a unified view of commercial banking clients and their financial needs4.
FSC Commercial Banking Referrals User: This permission set gives users access to the Referrals List component, which is a Lightning component that displays a list of referrals related to a business account4.
FSC Commercial Banking Treasury Services User: This permission set gives users access to the Treasury Services object, which is a custom object that represents a treasury service product or offering that a commercial banking client uses or is interested in4. Verified References: 4
質問 # 101
The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account`s support plan expires.
What should an administrator configure to meet this requirement?
- A. Escalation rule
- B. Assignment rule
- C. Workflow rule
- D. Auto-Response rule
正解：C
質問 # 102
What is the maximum number of fields that can be displayed on the ARC Record Card?
- A. 0
- B. 1
- C. 2
- D. 3
正解：C
質問 # 103
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Financial-Services-Cloud試験問題を今すぐ試そう！最新の[2024年最新] 正解回答付き：https://jp.fast2test.com/Financial-Services-Cloud-premium-file.html
合格させるFinancial-Services-Cloud試験にはリアル問題解答：https://drive.google.com/open?id=10nfScqw-5vRVBc9JOstVz-PvIHtQ9I6D