Fast2testからの試験合格準備の必需品Financial-Services-Cloud試験トレーニング問題
有効なパス率はAccredited ProfessionalのFinancial-Services-Cloud試験問題
質問 # 23
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-Contact relationship between the Adams Household and the attorney.
- C. Create an Account-Account relationship between the Adams Household and the attorney
- D. Create an Account-Account Relationship between the Addams Family Trust and the attorney.
正解：B
質問 # 24
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. Account with Record Type = Business
- B. Custom Relationship Group
- C. Standard Household
- D. Contact-Contact Relationship
正解：B
解説：
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 Reference: : Salesforce Financial Services Cloud Implementation Guide, page 67.
質問 # 25
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)
- A. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
- B. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
- C. Hank will be able to see the Action Plan tasks on the related list of the Account page layout.
- D. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
正解：C、D
解説：
Hank can see Action Plan Tasks in two places:
On the related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all the tasks assigned to him across different accounts and filter them by various criteria.
質問 # 26
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
- A. Household Financial Accounts
- B. Notes and Attachments
- C. Client Financial Goals
- D. Cases
- E. Financial Holdings
正解：A、C、E
解説：
The following related lists are visible within Actionable Relationship Center (ARC) associated with the Account object:
Client Financial Goals, which is a related list that displays the financial goals of the account, such as retirement, education, or debt payoff.
Financial Holdings, which is a related list that displays the financial accounts of the account, such as bank accounts, investment accounts, or insurance policies.
Household Financial Accounts, which is a related list that displays the financial accounts of the account's primary group, such as household or business group.
質問 # 27
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?
- A. Utilize Financial Services Clouc flag Templates to flag missing items.
- B. Utilize Chatter notifications for reminders.
- C. Utilize Action Plan and Action INan Template.
- D. Create an after-save trigger to generate reminder tasks.
正解：C
解説：
To help onboarding new customers, the consultant should recommend using Action Plan and Action Plan Template. 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 origination. 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 enforce task dependencies and completion criteria, so that bankers cannot skip or miss any tasks or move to the next stage of the onboarding process without meeting the requirements. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2
質問 # 28
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 # 29
What can be done with a workflow field update action? (2 answers)
- A. Change the record type of a record
- B. Update the value of a field on a child object
- C. Apply a specific value to a field
- D. Update the value of a formula field
正解：A、C
質問 # 30
A time dependent action is placed in the work flow queue when the record is created.
When will the action be removed from the queue? (2 answers)
- A. When the record no longer matches he rule criteria.
- B. When a validation rule is triggered for the record
- C. When another record triggers the same workflow rule
- D. When the action is deleted from the workflow queue.
正解：A、D
質問 # 31
If a client is associated with more than one Household or Group, where will this client's records get rolled up to?
- A. To the Household where the client is the primary member.
- B. To the household selected by the advisor for record rollups.
- C. To all the parent households and groups
- D. To the household with the client's primary address.
正解：A
質問 # 32
A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
- A. Create a custom Referral object.
- B. Create a new referral record type mapper record.
- C. Assign the record type to users.
- D. Update the lead page layout.
- E. Create a new record type Referral' on the Lead object.
正解：C、D、E
解説：
The following steps should be taken by the administrator to configure Financial Services Cloud correctly based on the scenario:
Assign the record type to users. You need to assign the new record type to the user profiles or permission sets that need to create or access referrals of that type. You can assign record types by going to Setup > Profiles > Object Settings > Leads > Record Types or Setup > Permission Sets > Object Settings > Leads > Record Types.
Create a new record type Referral' on the Lead object. You need to create a new record type on the Lead object and name it Referral. You can use this record type to distinguish referrals from other types of leads and apply different page layouts, business processes, or validation rules for referrals.
Update the lead page layout. You need to update the page layout for the Referral record type and add or remove fields according to the requirements. You can also make some fields required or read-only on the page layout level. You can edit page layouts by going to Setup > Object Manager > Lead > Page Layouts. Verified Reference: : Salesforce Help Article 3 : Salesforce Help Article [4] : Salesforce Help Article [5]
質問 # 33
How do you give users access to use Financial Services Cloud?
- A. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable Permission Sets
- B. Every user automatically gets access to the full features of Financial Services Cloud when you install the package
- C. Assign a Salesforce License and the Financial Services Cloud Permission Set License
- D. Assign a Salesforce License and select the right profile
正解：A
質問 # 34
Which three of the following FSC components can an Admin use to illustrate a customer Relationship and Groups
- A. Relationship Map Builder
- B. Actionable Relationship Center
- C. Related Accounts
- D. Goal to Group Member Mapping
- E. Life Events Component
正解：A、B
質問 # 35
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. Contact-Contact Relationship and the Reciprocal Rote
- B. Reciprocal Role
- C. Account-Contact Relationship and the Reciprocal Role
- D. Account-Account Relationship
正解：A
解説：
Explanation
A Contact-Contact Relationship is a construct in Financial Services Cloud that allows you to model the relationship between two contacts, such as a business contact and a client that is modeled as a person account.
The Reciprocal Role is a field on the Contact-Contact Relationship object that defines how each contact relates to the other. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 64.
質問 # 36
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. Action Plan Creator
- B. Role
- C. Queues
- D. Account Team
- E. Specific User
正解：C
解説：
To assign a task to the next available Advisor, the Admin should use Queues as the assignment logic when configuring the template task. Queues are collections of records that can be assigned to multiple users who share workloads and responsibilities. By using Queues, the Admin can ensure that any Advisor who is part of the Queue can pick up the task when they are available.
質問 # 37
What actions can a Wealth Advisor take from the Life Events card7
- A. Create Lead & Referral
- B. Create Opportunity
- C. Open an Account
- D. Create Case
- E. Request Record Approval
正解：A、B、E
解説：
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospect or a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This action creates an opportunity record to track the potential revenue from the life event. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page 32.
質問 # 38
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. Lightning Record Pages
- B. Compact Layout
- C. Search Layout
- D. Field Sets
- E. Page Layout
正解：B
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 # 39
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokers should never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?
- A. Brokers should be modeled as Contact and the Broker company should be modeled as Account, even if they're a legal entity '-' individually.
- B. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
- C. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.
- D. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.
正解：B、C
解説：
The following considerations should be considered regarding the data model for the broker web portal:
The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers. This is because Contacts are records that represent individuals who are associated with an account. By using Contacts, the consultant can capture the personal information of the broker assistants and relate them to their employers. By using Contact to Multiple Accounts features, the consultant can enable a contact to have relationships with multiple accounts and specify different roles and start and end dates for each relationship.
Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group to model their company. This is because Accounts are records that represent business entities or organizations that are involved in business transactions with your company. By using Accounts, the consultant can capture the business information of each broker and treat them as legal entities in Salesforce. By using Contacts, the consultant can capture the personal information of each broker and relate them to their accounts. By using Groups, which are records that represent collections of accounts or contacts that share financial goals or characteristics, the consultant can model the broker company and associate multiple brokers with it
質問 # 40
Which feature license can be assigned to a user record in Salesforce (2 answers)
- A. Knowledge user
- B. Console user
- C. Service cloud user
- D. Opportunity user
正解：A、C
質問 # 41
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?
- A. Manually share the record with the public group.
- B. Add the public group to the opportunity team.
- C. Change the opportunity owner to the public group.
- D. Add the public group to an opportunity queue.
正解：A
質問 # 42
Which two statements are true about Group Membership in Financial Services Cloud?
- A. With Group Membership settings you can define if a Group is the member's primary Group.
- B. Group Membership defines the role of the member within the 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：
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 Reference: : Salesforce Financial Services Cloud User Guide, page 38.
質問 # 43
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. Configure Financial Account record types to match the required categories.
- C. Create a custom picklist on the Financial Account object to track the Typ
- D. Add the Financial Account List component to the Account Lightning record page.
- E. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
正解：A、C、E
解説：
Explanation
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 # 44
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