Financial-Services-Cloud問題一発合格させる問題集はAccredited Professional認定で！
Financial-Services-Cloud練習テストPDF試験材料
この認定試験は、金融サービスに関連する様々なトピックをカバーしており、金融業界のトレンド、顧客エンゲージメント戦略、規制遵守、データ管理、および分析などが含まれます。試験ではSalesforceプラットフォームに関する知識もテストされ、機能や機能性、他のシステムとの統合、およびカスタマイズオプションなどが含まれます。
Salesforce Financial Services Cloud（FSC）認定プロフェッショナル試験は、Salesforce FSCプラットフォームに関する個人の知識と理解をテストするように設計されています。この試験は、プラットフォームの専門知識を実証し、認定されたSalesforce FSCの専門家になりたい人に最適です。この試験に合格することは重要な成果であり、金融サービス業界内の雇用主から高く評価されています。
質問 # 63
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
- A. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
- B. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
- C. ARC is certified to work with Person Accounts and Individual Accounts.
- D. The Association Type picklist controls the account-account relationship that display in the ARC.
- E. ARC displays up to 5 related lists that have a configured compact layout.
正解：A、B、D
質問 # 64
Universal Containers wants to create a custom object to capture account survey dat a. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record.
How should the system administrator meet this requirement? (2 answers)
- A. Add the survey related list to the account page layout.
- B. Add the account related list to the survey page layout.
- C. Create a lookup relationship field on the survey object.
- D. Create a lookup relationship field on the account object.
正解：A、C
質問 # 65
What is the purpose of the ideas community? (2 answers)
- A. To provide access to articles that answer questions around an idea theme
- B. To invite customers, partners, and employees to submit ideas
- C. To comment on and vote for ideas posted by other community members
- D. To post customer ideas by logging cases on the Ideas tab of the portal
正解：B、C
質問 # 66
Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?
- A. The Person Account Object
- B. The Person Account Record Type on the Contact Object
- C. The Person Account Record Type on the Account Object
正解：A
質問 # 67
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 Chatter notifications for reminders.
- B. Utilize Financial Services Clouc flag Templates to flag missing items.
- C. Utilize Action Plan and Action INan Template.
- D. Create an after-save trigger to generate reminder tasks.
正解：C
解説：
Explanation
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 References: : Salesforce Help Article 1 : Salesforce Help Article 2
質問 # 68
Which step is required to give a group of users access to a Financial Deal?
- A. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
- B. Update Industries Settings to give users access to the Financial Dew object.
- C. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
- D. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
正解：A
解説：
Explanation
To give a group of users access to a Financial Deal, you need to share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list. The Financial Deal Participants related list is a custom related list on the Financial Deal object that allows you to add users, groups, or queues as participants of a financial deal. Participants can have different roles and access levels for a financial deal, such as Owner, Collaborator, Viewer, or Approver. By adding a group as a participant, you can grant access to all the members of that group for a specific financial deal. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7]
質問 # 69
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
- A. Perform an operation for more records than schedule-triggered flows allow
- B. Collect input from internal users with a form placed on a Lightning page cKlaunched by a button.
- C. Suggest offers and actions to users that are tailored to meet an organization's unique business criteria.
- D. Coordinate multiple flows and assign them to multiple teams or individuals.
正解：B
解説：
Explanation
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, execute logic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.
質問 # 70
A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?
- A. Contact-Contact Relationship
- B. Account Account Relationship
- C. Account Contact\Relationship
- D. Account
正解：B
解説：
Explanation
To configure a custom field for reporting when relating two business accounts to each other, the administrator should configure the custom field on the Account-Account Relationship object. The Account-Account Relationship object is a custom object in Financial Services Cloud that allows you to create and manage relationships between two accounts, such as Household Member, Business Owner, Trustee, or Friend. You can use the Account-Account Relationship object to store additional information about the relationship between two accounts, such as role, start date, end date, or status. You can also use the Account-Account Relationship object to report on the account-account relationships and analyze their impact on your business. Verified References: : Salesforce Help Article [4] : Salesforce Help Article [5]
質問 # 71
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
- A. Accounts & Peers
- B. Accounts & Members
- C. Accounts & Groups
- D. Accounts & Businesses
正解：A、B、C
質問 # 72
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
- A. Remove Person Account record types from the Individual Record Type Mapper.
- B. Assign the Person Account record type to the user profiles.
- C. Disable the Person Account custom setting.
- D. Assign the Individual record type to the user profiles.
- E. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
正解：A、D、E
解説：
Explanation
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model. This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mapped to Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup > Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual record type is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types. Verified References: : Salesforce Help Article 5 : Salesforce Help Article 6 : Salesforce Help Article 7
質問 # 73
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. Create an Action Plan Template for capturing beneficiary data and payment information.
- B. Install an Insurance Data AppExchange package.
- C. Utilize Insurance Flow Templates.
- D. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
正解：C
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 # 74
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. Create a custom picklist on the Financial Account object to track the Typ
- B. Add the Financial Account List component to the Account Lightning record page.
- C. Configure Financial Account record types to match the required categories.
- D. Configure the Financial Account List components for each required category.
- E. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
正解：A、D、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 # 75
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?
- A. Opportunity management
- B. Client onboarding
- C. Financial accounts management
- D. Performance reporting
正解：C
解説：
Explanation
Financial accounts management is a Salesforce Financial Services Cloud feature that enables financial advisors to track and manage client accounts. A financial account is any account managed by a financial institution, such as a bank, an insurance company, or an investment firm. Financial Services Cloud supports many kinds of financial accounts, such as checking accounts, savings accounts, mortgages, credit cards, investment accounts, insurance policies, and more3. Financial advisors can use Financial Services Cloud to view, create, update, and delete financial accounts for their clients, as well as link them to other objects, such as households, goals, referrals, or opportunities4.
References:
Financial Accounts
Manage Financial Accounts
質問 # 76
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer.
The Advisor wants to capture that information in the
Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?
- A. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
- B. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
- C. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
正解：C
質問 # 77
A system administrator at Universal Containers needs to transfer records from one user to another.
What object can be transferred using the mass transfer tool? (2 answers)
- A. Accounts
- B. Campaigns
- C. Leads
- D. Quotas
正解：A、C
質問 # 78
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 assigned to them through the standard Salesforce task lists.
- B. The user can see tasks on the homepage if the Task Card is applied to the homepage.
- C. Once the Action Plan is assigned, you can see the related Tasks on the Timeline
- D. Users will be able to see the Action Plan tasks on the related list of the Account page layout.
正解：D
質問 # 79
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
- A. Once-in-a-Lifetime event types
- B. Single event types
- C. Special event types
- D. Unique event types
正解：D
解説：
To enable advisors to capture Once-in-a-Lifetime events and prevent users from accidentally creating more than one event of such an event type, the consultant should configure Unique event types. Unique event types are event types that can only be created once for each contact or individual, such as birth, death, or marriage. By using Unique event types, the consultant can ensure that advisors can capture important life events for their customers and avoid duplication or inconsistency.
質問 # 80
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce FSC.
When is the Referral Score updated?
- A. The Referral Score updated when a lead is created using the referral record type.
- B. The Referral Score updated when an opportunity associated with the Referral is Closed Won.
- C. The Referral Score updated when a referral is converted to an Opportunity or closed.
- D. The Referral Score updated when a referral is assigned from the queue to a user.
正解：C
質問 # 81
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 'Person Accounts" object to 'Controlled by Parent.
- B. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
- C. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.
- D. Grant users access to the Financial Account object with permission set
正解：B、D
質問 # 82
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：
Explanation
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 References: : Salesforce Financial Services Cloud Implementation Guide, page 58.
質問 # 83
Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?
- A. Set client's financial data to be rolled up using Primary Group feature
- B. Use Process Builder to create a workflow to summarize data at the Person Account level
- C. Create a custom object to track the client's financial data
正解：A
質問 # 84
Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
- A. Salesforce FSC only allows 1,024 public groups.
- B. The administrator can define up to 300 total sharing rules for each object.
- C. Franchise users can have multiple roles in the hierarchy.
- D. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
正解：B
解説：
Explanation
The architect at Cumulus Insurance should be aware of the limitation that the administrator can define up to
300 total sharing rules for each object when using the Role Hierarchy and sharing rules to implement the franchise business model. Sharing rules are a way of granting additional access to records based on criteria, such as record owner, role, or field values. The Role Hierarchy is a way of organizing users into a hierarchy that reflects the reporting structure of the company. The Role Hierarchy and sharing rules can be used together to control the access and visibility of records for different users in Financial Services Cloud. However, there is a limit of 300 sharing rules per object, which means that the administrator may need to use other methods, such as public groups or manual sharing, to grant access to records beyond this limit.
References:
[Sharing Rules]
[Role Hierarchy]
[Sharing Rule Limits]
質問 # 85
Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Which three Permission Set Licenses give users access to Financial Services Cloud features?
- A. FSC Insurance
- B. Mortgage
- C. Lightning Scheduler Resource
- D. Financial Services Cloud Standard
- E. Action Plans
正解：A、D、E
解説：
The following Permission Set Licenses give users access to Financial Services Cloud features:
Financial Services Cloud Standard: This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL)1.
Action Plans: This license enables user access to the Action Plans feature, which 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 executed2.
FSC Insurance: This license enables user access to the Insurance feature, which allows users to manage insurance policies and claims for clients. This license also provides access to some Insurance objects such as Policy, Claim, Coverage Type, Policy Product, Policy Product Offering. Verified Reference: 12
質問 # 86
......
Financial-Services-Cloud[2025年02月] 最新リリース] 試験問題あなたを必ず合格させます：https://jp.fast2test.com/Financial-Services-Cloud-premium-file.html
Financial-Services-Cloud解答Financial-Services-Cloud無料サンプルには全てリアル試験：https://drive.google.com/open?id=10nfScqw-5vRVBc9JOstVz-PvIHtQ9I6D