2026年最新ののSalesforce Financial-Services-Cloud問題集PDFFinancial-Services-Cloud最速合格したいならここ
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Salesforce Financial Services Cloud（FSC）認定プロフェッショナル認定試験は、FSCプラットフォームで協力している金融サービス業界の専門家にとって重要な認定です。この試験に合格することにより、専門家は、この強力な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。この試験は厳格で包括的であり、幅広いトピックをカバーしているため、専門家が金融サービス業界で知識とスキルを向上させる優れた方法です。
質問 # 94
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
- A. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
- B. Enable the 'Enable Rollup Summary' in custom settings
- C. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
- D. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the household level.
- E. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
正解：C、E
解説：
Explanation
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75.
質問 # 95
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
- A. Object: Account-Account Relationship; Field: Related Role
- B. Object: Financial Account; Field: Joint Owner
- C. Object: Financial Account; Field: Primary Owner
- D. Object: Financial Account Role; Field: Role
正解：D
解説：
To add new values for how a customer can be related to a financial account, the administrator should add new values on the Role field of the Financial Account Role object. The Financial Account Role object is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. The Role field is a picklist field that specifies the role of the contact or individual for the financial account, such as owner, beneficiary, trustee, or custodian. By adding new values on the Role field of the Financial Account Role object, the administrator can create new categories of financial account relationships for customers.
質問 # 96
What are the three building blocks of Flow Orchestration?
- A. Processes
- B. Work Items
- C. Stages
- D. Steps
- E. Blocks
正解：B、C、D
解説：
Explanation
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types, such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of steps that represent phases or milestones within a flow orchestration. Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] :
Salesforce Help Article [8] : Salesforce Help Article [9]
質問 # 97
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?
- A. Identity Document
- B. Identification Document
- C. Document Checklist Item
- D. Received Document
正解：B
解説：
Explanation
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]
質問 # 98
Which of these statements is not correct about the visibility of Action Plan Tasks?
- A. Users will be able to see the Action Plan tasks on the related list of the Account page layout.
- B. Once the Action Plan is assigned, you can see the related Tasks on the Timeline
- C. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.
- D. The user can see tasks on the homepage if the Task Card is applied to the homepage.
正解：B、C、D
質問 # 99
Which two statements are true about Group Membership in Financial Services Cloud?
- A. Group Membership defines the role of the member within the Group.
- B. With Group Membership settings you can define if a Group is the member's primary Group.
- C. Group Membership is modeled using the Account-Group Relationship object.
- D. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
正解：A、B
解説：
Explanation
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
質問 # 100
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?
- A. Ensure all individual account records to be converted are only linked to exactly one contact record.
- B. Test out the conversion in a sandbox, including all integrations and customizations.
- C. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
- D. Ensure each account.phone field in the individual account record is blank.
- E. Ensure each individual account to be converted is not a parent account of any other account records.
正解：A、B、E
解説：
Reference: Transform the Individual Data Model to Person Accounts in Financial Services Cloud Explanation: To prepare for converting from the individual account model to person accounts in Financial Services Cloud, the consultant should do the following tasks:
Ensure all individual account records to be converted are only linked to exactly one contact record. A person account is a combination of an account and a contact record that represents an individual customer. To convert an individual account record to a person account record, the individual account record must have exactly one contact record related to it. If an individual account record hasno contact records or more than one contact records related to it, it cannot be converted to a person account record.
Test out the conversion in a sandbox, including all integrations and customizations. A sandbox is a copy of a Salesforce org that can beused for testing and development purposes. Before converting from the individual account model to person accounts in production, the consultant should test out the conversion process in a sandbox to ensure that it works as expected and does not cause any errors or issues with existing integrations and customizations.
Ensure each individual account to be converted is not a parent account of any other account records. A parent account is an account record that has one or more child accounts related to it by ahierarchical relationship. To convert an individual account record to a person account record, the individual account record must not be a parent account of any other account records. If an individual account record is a parent account of any other account records, it cannot be converted to a person account record.
質問 # 101
What are the three building blocks of Flow Orchestration?
- A. Processes
- B. Work Items
- C. Stages
- D. Steps
- E. Blocks
正解：B、C、D
解説：
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types,such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of stepsthat represent phases or milestones within a flow orchestration.
Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] : Salesforce Help Article [8] : Salesforce Help Article [9]
質問 # 102
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
- A. An RBL rule displays summary calculations of financial account information, such as account balances.
- B. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
- C. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
- D. Rollups for multiple joint owners are not supported
- E. RBL calculations can not be disabled when importing data into your Salesforce org.
正解：A、B、C
質問 # 103
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?
- A. Create an independent Task not related to original Action Plan
- B. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
- C. Use the Action Plan item feature to add an additional task to a published Action Plan.
- D. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
正解：C
解説：
Explanation
To modify a published Action Plan to support an additional task, Jen should use the Action Plan item feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: :
Salesforce Help Article 1
質問 # 104
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?
- A. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object
- B. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
- C. Remove the Event or Milestone from the Lightning Component in the Developer Console.
- D. Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
正解：B
解説：
To hide highly sensitive Life Events or Business Milestones until they happen, the Admin can hide them on the Events & Business Milestones Lightning Component page properties. The Events & Business Milestones Lightning Component is a component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the page properties to customize the component and select which event types or milestone types to show or hide on the timeline2. Verified Reference: 2
質問 # 105
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
- A. Contact-Contact Relationship
- B. Standard Household
- C. Account with Record Type = Business
- D. Custom Relationship Group
正解：D
解説：
Explanation
A Custom Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use it to represent collaborative customer business operations that are not captured by standard household or account structures. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 67.
質問 # 106
How can knowledge articles be used? (2 answers)
- A. To resolve customer cases
- B. To display Salesforce solutions
- C. To display for customer self-service
- D. To display Salesforce answers
正解：A、C
質問 # 107
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 an Account sharing rule based on record owner.
- B. Create a Financial Account sharing rule based on record owner.
- C. Create a Financial Account sharing rule based on criteri
- D. Create Account sharing rules based on criteria.
正解：C
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 # 108
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. Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
- C. Assign permission sets to give users access to the Commercial Banking Console Lightning app.
- D. Install the Commercial Banking Managed Package
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 # 109
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