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Salesforce Financial Services Cloud（FSC）は、金融サービスプロバイダー向けに特別に設計された包括的な顧客関係管理（CRM）プラットフォームです。この強力なツールは、顧客とのやり取りを簡素化し、財務目標を追跡し、財務計画を管理するのに役立ちます。Salesforce Financial Services Cloud（FSC）認定プロフェッショナル認定試験は、FSCプラットフォームを効果的に実装および管理するために必要なスキルと知識を検証するように設計されています。
質問 # 62
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 record owner.
- C. Create a Financial Account sharing rule based on criteri
- D. Create an Account sharing rule based on record owner.
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 # 63
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?
- A. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
- B. Ensure Person Accounts is enabled on the org
- C. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
- D. Enable 'Individual to Person Account Migration' in Custom Settings.
- E. Configure your Person Account record types m the Indrvidual Record Type Mapper.
正解：B、C、E
解説：
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file and Data Loader to perform a bulk update operation. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3
質問 # 64
Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement savings, or other life goals. Which statements are correct?
- A. You can associate a goal with a specific financial account.
- B. Financial Goals require the Financial Goals permission set to be visible to a user.
- C. You can only create savings-oriented goals.
- D. You can't create a goal for paying down a debt.
正解：C、D
質問 # 65
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
- A. Account-Account Relationships
- B. Account-Contact Relationships
- C. Up to 5 Related Lists for a non-Account Record
- D. Any Related List for the selected object record
- E. Up to 5 Related Lists for an Account Record
正解：A、C、E
質問 # 66
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
- A. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
- B. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
- C. Implement Financial Service Cloud in the existing org (Brow Field).
- D. Implement Financial Service Cloud in a Trial org and convert the Trial org to production org.
正解：B
解説：
The recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank is to implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in the new org. This approach allows Lake Tahoe Bank to leverage the best practices and features of Financial Services Cloud without being constrained by their existing customizations and data model. It also minimizes the impact on users during implementation, as they can continue to use their current system until the new org is ready to go live. A green field implementation requires careful planning, data migration, and change management, but it can result in a more efficient and customer-centric solution. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 8.
質問 # 67
An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
- A. Utilize Insurance Flow Templates.
- B. Create an Action Plan Template for capturing beneficiary data and payment information.
- C. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
- D. Install an Insurance Data AppExchange package.
正解：A
解説：
Explanation
A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.
References:
[Insurance Flow Templates]
[Customize Insurance Flows]
質問 # 68
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
- A. Referrals Rollups
- B. Group Member Referrals
- C. Referral Scoring
- D. Referral Group Process Builder
正解：A
質問 # 69
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
- A. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
- B. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.
- C. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
- D. Grant users access to the Financial Account object with permission set
正解：A、D
解説：
Explanation
To ensure that all users see Person Accounts, but only specific users can view Financial Accounts, the Admin should take the following steps:
Grant users access to the Financial Account object with permission set, which is a collection of settings and permissions that give users access to various tools and functions. The Admin can use permission sets to grant access to the Financial Account object and its fields to specific users or groups of users1.
Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts' object to Private', which is a setting that determines the baseline level of access that users have to records they do not own or share. By setting the OWD sharing on the 'Financial Accounts' object to Private', the Admin can ensure that only the record owners and users above them in the role hierarchy can view the Financial Accounts. Verified References: 1
質問 # 70
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities.
Which feature should a system administrator use to meet the requirements?
- A. Roll-up summary field
- B. Cross-object formula field
- C. Workflow field update
- D. Look-up Field
正解：B
質問 # 71
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?
- A. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
- B. Add Scon as a Related Contact to the Adams Household.
- C. Disable the Primary Group setting fof Scon on the Adams Household
- D. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
正解：A
質問 # 72
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
- A. Referrals Rollups
- B. Group Member Referrals
- C. Referral Scoring
- D. Referral Group Process Builder
正解：A
解説：
Explanation
Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.
質問 # 73
The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Call to report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
- A. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
- B. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
- C. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
- D. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
- E. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
正解：A、C、E
解説：
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC. This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approval workflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life events component that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSC Home Page
質問 # 74
A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
- A. Enable and configure person accounts in FSC, and assign users with permission set licenses.
- B. Beyond the preconfigured settings, evaluate whether they need advanced customizations.
- C. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
- D. Review the out-of-the-box capabilities and compare them to the company's current needs.
- E. Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
正解：B、C、D
解説：
The following activities should be prioritized by the implementation team during planning for designing the Financial Services Cloud implementation:
Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on. Integrations are the connections or interactions that allow data or functionality to flow between different systems or platforms. You should prepare for integrations with your existing or new systems or platforms that support your business processes, such as transactional systems, external data sources, custodians, or other platforms. You should also consider the integration methods, tools, requirements, and challenges that you will need to address during the implementation.
Beyond the preconfigured settings, evaluate whether they need advanced customizations. Customizations are the changes or modifications that you make to Salesforce to meet your specific business needs or preferences. You should evaluate whether you need advanced customizations beyond the preconfigured settings that Financial Services Cloud provides out of the box, such as custom objects, fields, formulas, validation rules, workflows, triggers, or components. You should also consider the impact, benefits, and risks of your customizations on your data model, user interface, performance, security, or maintenance.
Review the out-of-the-box capabilities and compare them to the company's current needs. Out-of-the-box capabilities are the features or functions that Financial Services Cloud offers without any customizations or configurations. You should review the out-of-the-box capabilities and compare them to your company's current needs and expectations. You should also identify any gaps or opportunities for improvement that you can address with configurations or customizations during the implementation. Verified Reference: : Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
質問 # 75
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?
- A. MobileClaimSubmission
- B. Quote Creathqn Toolbox
- C. Claims Management
- D. Quote, Rate, and Apply
- E. Policy Administration
正解：C、D、E
解説：
The following standard Insurance Platform components can digitally enable the core insurance operations of getting an insurance quote or submitting a claim:
Policy Administration, which is a component that allows users to manage the lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
Claims Management, which is a component that allows users to manage the lifecycle of insurance claims, such as creating, investigating, adjusting, or settling claims. By using Claims Management, the consulting firm can enable customers to submit and track their claims online.
Quote, Rate, and Apply, which is a component that allows users to create and compare insurance quotes, calculate premiums and discounts, and apply for policies online. By using Quote, Rate, and Apply, the consulting firm can enable customers to get an insurance quote online
質問 # 76
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. Create and manage membership of specified public groups.
- B. Modify permission sets.
- C. Unlock users.
- D. Assign or remove permission sets for users in their delegated groups.
- E. Set organization-wide sharing defaults on custom objects.
正解：A、C、D
解説：
Explanation
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 # 77
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