Financial-Services-Cloud問題集172問でAccredited Professionalを確実実践
リアル最新Financial-Services-Cloud試験問題Financial-Services-Cloud問題集
質問 # 66
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 Scotts pnmary Group and make Scott the pnmary member
- B. Disable the Primary Group setting fof Scon on the Adams Household
- C. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
- D. Add Scon as a Related Contact to the Adams Household.
正解：C
解説：
Explanation
To make sure that Scott's data is rolling up to the Adams Household, the Banker should make the Adams Household Scott's primary Group and edit the Activities & Objects to Roll Up. A primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use primary Group to roll up financial data from all the financial accounts that are related to the client or the group. By making the Adams Household Scott's primary Group, the Banker can ensure that Scott's financial data is included in the household summary. The Banker can also edit the Activities & Objects to Roll Up to specify which items, such as financial accounts, goals, or referrals, should be rolled up for Scott. Verified References: : Salesforce Help Article 4
質問 # 67
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. Account-Contact Relationship and the Reciprocal Role
- B. Reciprocal Role
- C. Contact-Contact Relationship and the Reciprocal Rote
- D. Account-Account Relationship
正解：C
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 # 68
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
- A. Account-Contact Relationships
- B. Up to 5 Related Lists for a non-Account Record
- C. Any Related List for the selected object record
- D. Up to 5 Related Lists for an Account Record
- E. Account-Account Relationships
正解：B、D、E
質問 # 69
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 Scotts pnmary Group and make Scott the pnmary member
- B. Disable the Primary Group setting fof Scon on the Adams Household
- C. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
- D. Add Scon as a Related Contact to the Adams Household.
正解：C
解説：
To make sure that Scott's data is rolling up to the Adams Household, the Banker should make the Adams Household Scott's primary Group and edit the Activities & Objects to Roll Up. A primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use primary Group to roll up financial data from all the financial accounts that are related to the client or the group. By making the Adams Household Scott's primary Group, the Banker can ensure that Scott's financial data is included in the household summary. The Banker can also edit the Activities & Objects to Roll Up to specify which items, such as financial accounts, goals, or referrals, should be rolled up for Scott. Verified Reference: : Salesforce Help Article 4
質問 # 70
For which three objects are Rollup By Lookup (RBL) summaries are available?
- A. Life Events
- B. Financial Accounts
- C. Contacts
- D. Assets and Liabilities
- E. Claims
正解：B、C、D
解説：
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 # 71
A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?
- A. Validation Rules
- B. Data Loader
- C. Import Wizard
- D. Merge Leads function
正解：C
質問 # 72
True or False? The Lightning Component for the Actionable Relationship Center can only be added to the page layout for the Account or the Contact object.
- A. True
- B. False
正解：A、B
質問 # 73
What is the purpose of the service cloud (customer) portal? (2 answers)
- A. To share support reports and dashboards with high profile accounts
- B. To allow partners to access contact records for case collaboration.
- C. To provide Web self-service by exposing knowledge articles
- D. To allow customers to log and check the status cases online
正解：C、D
質問 # 74
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 an Account-Account relationship between the Adams Household and the attorney
- B. Create an Account-Account Relationship between the Addams Family Trust and the attorney.
- C. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
- D. Create an Account-Contact relationship between the Adams Household and the attorney.
正解：C
解説：
Explanation
To create a relationship between Rachel and her attorney before assigning the reciprocal role of "Attorney", the Wealth Advisor should create a Contact-Contact Relationship between the primary member of the Adams Household and the attorney. A Contact-Contact Relationship is a junction object that links two contacts or individuals and defines their relationship with each other2. By using Contact-Contact Relationship, the Wealth Advisor can capture Rachel's extended network of relationships with people outside of her household.
Verified References: 2
質問 # 75
Which three standard fields are available to track a customer's retirement gial progress?
- A. Target value
- B. Total Value
- C. Target Date
- D. Actual value
- E. Contributions
正解：A、C、D
質問 # 76
Which accounts are automatically synchronized on Salesforce classic
- A. Any account created in the last 30 days
- B. Accounts that the users own
- C. All recently accessed accounts
- D. Accounts selected with the sync button
正解：C
質問 # 77
The SF admin wants to make it easier or call center agents to complete some common tasks by setting up Lightning Flows (3 correct answers)
- A. You can clone LF Templates and then customize according to your needs
- B. To run LF, the user needs a LF permission set license
- C. LF are available in multiple languages
- D. To use FSC LF, you'll need the FS Managed Package installed in the org
正解：A、B、D
質問 # 78
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
- A. Register a subdomam using the My Domain wizard and then deploy it
- B. Enable Communities
- C. Open a case with Salesforce Support
- D. Go to Custom Settings and edit the Industries Settings
正解：A
解説：
My Domain is a feature in Salesforce that allows you to create a subdomain for your org. You need to enable My Domain to access Financial Services Cloud Lightning Components, such as Actionable Relationship Center, Relationship Map, Life Events & Business Milestones, etc. To enable My Domain, you need to do the following:
Register a subdomain using the My Domain wizard in Setup > My Domain.
Deploy it to your users after testing it in your sandbox or developer org. Verified Reference: : Salesforce Help Article [7]
質問 # 79
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. Enable 'Individual to Person Account Migration' in Custom Settings.
- B. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
- C. Configure your Person Account record types m the Indrvidual Record Type Mapper.
- D. Ensure Person Accounts is enabled on the org
- E. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
正解：C、D、E
解説：
Explanation
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 References: : Salesforce Help Article 1 :
Salesforce Help Article 2 : Salesforce Help Article 3
質問 # 80
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 with wrong username
- B. The user is attempting to log in with wrong password
- C. The user is attempting to log in outside of the profile IP
- D. The user is attempting to log in outside of the profile login range
正解：A
質問 # 81
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 # 82
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 criteri
- C. Create a Financial Account sharing rule based on record owner.
- D. Create an Account sharing rule based on record owner.
正解：B
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 # 83
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
- A. An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
- B. Assuming there are no other issues, what should happen when the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object. - C. Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
- D. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
正解：B
解説：
In an existing Financial Services Cloud org using the individual account model, custom objects are used to represent other assets, liabilities, and goals. These objects are related to the Account object via lookup relationships. For example:
The Other Asset object is used to represent non-financial assets owned by an account holder, such as real estate properties, vehicles, or jewelry.
The Other Liability object is used to represent non-financial liabilities owed by an account holder, such as mortgages, loans, or taxes.
The Financial Goal object is used to represent financial objectives pursued by an account holder, such as retirement planning, education funding, or debt reduction. Verified Reference: : Salesforce Help Article [10] : Salesforce Help Article [11] : Salesforce Help Article [12]
質問 # 84
What is a method for adding content to Salesforce CRM content? (2 answers)
- A. Attachments
- B. Libraries
- C. Chatter files
- D. Documents
正解：B、C
質問 # 85
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?
- A. Use Lightning Scheduler to periodically schedule tasks for account owners.
- B. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
- C. Run a nightly process to create tasks and assign them to account owners for follow-ups
- D. Train account owners to create required tasks periodically and set due dates for tracking.
正解：B
解説：
Explanation
As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.
質問 # 86
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