[2025年04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 [2025]
Salesforce Financial-Services-Cloud（FSC）認定プロフェッショナル試験は、金融サービス業界で働く専門家がSalesforceのFinancial Services Cloudを使用して自分の専門知識を証明するために設計されています。この認定試験は、主にSalesforceを顧客関係管理（CRM）ツールとして使用する金融アドバイザー、ウェルスマネージャー、その他の金融専門家に最適です。認定試験では、クライアントオンボーディング、財務計画、投資管理、コンプライアンス管理など、Financial Services Cloudの機能に関する候補者の知識が試されます。
質問 # 101
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
- A. Accounts & Members
- B. Accounts & Groups
- C. Accounts & Peers
- D. Accounts & Businesses
正解：A、B、C
質問 # 102
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
- A. Referral Conversion
- B. Assigning a Referral
- C. Round Robin Referral Routing
- D. Referral Automated Approvals
- E. Accepting a Referral
正解：A、B、E
解説：
Explanation
The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
Referral Conversion: This capability allows you to convert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business. You can use this capability to route a referral to the appropriate person or team who can best meet the customer's need or interest.
Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue. You can use this capability to acknowledge that you have received a referral and are ready to work on it. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 3 : Salesforce Help Article 5
質問 # 103
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank.
Which two features should a consultant leverage to design this business process?
- A. Omni Studio
- B. Discovery Framework
- C. Process Builder
- D. Screen Flows
正解：C、D
解説：
Explanation
Process Builder and Screen Flows are two features that can be used to design a business process for identity verification. Process Builder is a tool that allows you to automate business processes by creating workflows that trigger actions based on certain criteria. Screen Flows are a type of flow that guide users through a series of screens to collect and update data. You can use Process Builder to launch a Screen Flow when a customer contacts the bank, and use the Screen Flow to capture and verify the customer's identity information.
References: [Process Automation], [Screen Flows]
質問 # 104
A user at Universal container reports an error message when attempting to log in. the administrator checks the user's login history, but there is no record of the attempted login.
What could be cause of this issue?
- A. The user is attempting to log in outside of the profile IP
- B. The user is attempting to log in with wrong username
- C. The user is attempting to log in with wrong password
- D. The user is attempting to log in outside of the profile login range
正解：B
質問 # 105
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
- A. When you work with Action Plans, you first create Action Plan Templates
- B. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
- C. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
- D. Action Plans require a monthly license fee per user
- E. Action Plans can be used to schedule appointments with the Bankers
正解：A、B、C
解説：
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasks that define a common client process1.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plan creator, or account team1. Verified Reference: 1
質問 # 106
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?
- A. Streaming API
- B. Integration Procedure
- C. Data Raptor Extract
- D. APEX classes
正解：B
質問 # 107
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 portfolio manager does not have access to the Lightning page that has the ARC component added
- C. The ARC Component has not been added to the page layout
- D. The portfolio manager does not have access to the account records that he is trying to create for.
正解：A
質問 # 108
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
- A. Interaction Summary Participant
- B. Participant Role
- C. Financial Deal Participant
- D. Opportunity Participant
- E. Interaction Participant
正解：A、B、C
質問 # 109
A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?
- A. Design the solution using the Financial Services Cloud components.
- B. Create a visual flow diagram.
- C. Document the business process flows.
- D. Determine the best e-sigTiature solution to use.
- E. Understand the journey!for the multiple personas involved in the process.
正解：C、D、E
解説：
The following steps are needed to document the requirement for digitizing and automating the customer onboarding process following the discovery session:
Document the business process flows. You need to document the current and future state of the business process flows for customer onboarding, such as the steps, inputs, outputs, decisions, and dependencies involved in each flow. You can use tools such as diagrams, charts, or tables to illustrate the process flows and identify the pain points, gaps, or opportunities for improvement.
Understand the journey for the multiple personas involved in the process. You need to understand the journey for each persona that participates in or interacts with the customer onboarding process, such as the customer, the client specialist, or the manager. You can use tools such as personas, journey maps, or user stories to capture the needs, goals, pain points, and expectations of each persona and how they experience the process from their perspective.
Determine the best e-signature solution to use. You need to determine the best e-signature solution to use for collecting and processing digital signatures from customers during the onboarding process. You can use tools such as research, analysis, or comparison to evaluate different e-signature solutions based on criteria such as functionality, compatibility, security, cost, or user feedback. Verified Reference: : Salesforce Help Article [11] : Salesforce Help Article [12] : Salesforce Help Article [13]
質問 # 110
Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?
- A. Inheritance
- B. Financial Goal
- C. Billing
- D. Revenue
- E. Financial Holding
正解：B、D、E
解説：
Explanation
Financial Services Cloud contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. Some of the custom objects are:
Financial Goal: An object that represents a client's financial objective, such as saving for retirement, buying a house, or paying off debt. A financial goal has fields to store information, such as name, amount, target date, priority, and status.
Financial Holding: An object that represents a holding in an investment account, such as a security, a mutual fund, or a bond. A financial holding has fields to store information, such as symbol, shares, price, gain/loss, and market value.
Revenue: An object that represents revenue generated from a client's financial accounts, such as an increase in stock value, a dividend payment, or an interest income. A revenue has fields to store information, such as type, amount, date, and source.
References:
Financial Services Cloud Associated Objects
Learn About the Financial Services Cloud Data Model
質問 # 111
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 tracking required documents for its customers and creating templates for checklists, Action Plan is recommended to improve the current state.
- B. 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.
- C. 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.
- D. 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.
正解：B
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 # 112
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
- A. Reciprocal Role
- B. Contact-Contact Relationship and the Reciprocal Rote
- C. Account-Account Relationship
- D. Account-Contact Relationship and the Reciprocal Role
正解：D
質問 # 113
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. Calculation Procedure
- B. Integration Procedure
- C. DataRaptor
- D. OmniStudio Action Document Generation
正解：C、D
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 # 114
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added to the Delegated Administrator group?
- A. Unlock users.
- B. Set organization-wide sharing defaults on custom objects.
- C. Assign or remove permission sets for users in their delegated groups.
- D. Create and manage membership of specified public groups.
- E. Modify permission sets.
正解：A、C、D
解説：
The following functions should be added to the Delegated Administrator group for its franchise users:
Unlock users, which is a function that allows delegated administrators to unlock users who have been locked out due to incorrect login attempts or password expiration.
Assign or remove permission sets for users in their delegated groups, which is a function that allows delegated administrators to grant or revoke additional permissions for users in their delegated groups by using permission sets.
Create and manage membership of specified public groups, which is a function that allows delegated administrators to create public groups for sharing purposes and add or remove users from those groups.
質問 # 115
For which three objects are Rollup By Lookup (RBL) summaries are available?
- A. Financial Accounts
- B. Claims
- C. Life Events
- D. Contacts
- E. Assets and Liabilities
正解：A、D、E
解説：
Explanation
Rollup By Lookup (RBL) summaries are available for the following objects:
Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
Assets and Liabilities, which are records that represent the value of what a client owns or owes1.
Contacts, which are records that represent individuals who are associated with an account3.
質問 # 116
A wealthy client owns a boutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?
- A. Contact object
- B. Account Account Relationship object
- C. Account object - Household record type
- D. Account Contact Relationship object
- E. Account object - Business record type
正解：B、C、E
質問 # 117
What are the challenges Financial Institutions face? (Select all that apply)
- A. Regulatory compliance
- B. Isolated data and outdated systems
- C. Rising class of new competitors
- D. Not enough data
正解：A、C、D
質問 # 118
What 2 consideration should the Salesforce Admin review bfore implementing Lightning Flows?
- A. Flow screen input components can only be used in FSC Lightning Flow Templates
- B. The Flow users require a flow permission set license
- C. Lightning flow for FSC is not available for the Individual Object Model
- D. The Flow users must have access to the underlying objects and fields that are included in that process
正解：C、D
質問 # 119
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)
- A. Enable Relationship Group Hierarchy in Custom Metadata
- B. Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner
- C. Add the Business record type to the Group record type mapper
- D. Capture the majority owner as parent account using Account hierarchy
- E. Link multiple owners to the business entity as a Group
正解：A、B、E
質問 # 120
While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
- A. Assign the integration user to the System Administrator profile.
- B. Update the System Administrator profile to include the API Only User.
- C. Create a dedicated Integration User.
- D. Create a new custom profile and ensure API Only is selected.
正解：C、D
解説：
Explanation
To ensure the correct profiles and permissions for an API integration between Salesforce and a risk control system, the consultant should do the following steps:
Create a dedicated Integration User that will be used to authenticate and authorize the API calls between Salesforce and the risk control system. The Integration User should have a unique username, password, and security token that are not shared with other users or systems. The Integration User should also have the minimum permissions and access settings required to perform the integration tasks.
Create a new custom profile and ensure API Only is selected. The API Only option restricts the user from logging in to the Salesforce user interface, but allows the user to access the Salesforce API. The custom profile should also have the appropriate object permissions, field-level security, record types, page layouts, and other settings that are relevant for the integration. The custom profile should be assigned to the Integration User.
質問 # 121
The sales team at universal containers wants an easy solution to gather customer requirements and share presentations with their customers.
What should an administrator do to help the sales team achieve this? (2 answers)
- A. Create opportunity teams for customers.
- B. Add customers to libraries.
- C. Use chatter files to share presentations.
- D. Add customers to private Chatter groups
正解：C、D
質問 # 122
The system administrator team at a retail consumer bank just received data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?
- A. 1. Financial accounts
2. Accounts and contacts
3, Account groups - B. 1. Accounts and contacts
2. Households
3. Financial accounts - C. 1. Households
2. Financial accounts
3. Person accounts - D. 1. Accounts and contacts
2. Financial accounts
3. Account groups and households
正解：D
解説：
Explanation
The order of uploading Salesforce objects during an FSC data migration is important to ensure data integrity and avoid errors. The recommended order is:
Accounts and contacts: These are the core objects that store the basic information about the customers and their relationships. They should be uploaded first to establish the foundation for the FSC data model4.
Financial accounts: These are the custom objects that store the financial information about the customers, such as balances, interest rates, fees, and transactions. They should be uploaded after the accounts and contacts, and linked to them using lookup fields5.
Account groups and households: These are the custom objects that group the accounts and contacts based on common attributes or relationships, such as family members or business partners. They should be uploaded after the financial accounts, and linked to them using junction objects6.
References:
Financial Services Cloud Data Model
Data Migration Best Practices
Accounts and Contacts
Financial Accounts
Account Groups and Households
質問 # 123
......
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。
Financial-Services-Cloud試験問題を今すぐ試そう！最新の[2025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