Financial-Services-Cloud試験無料問題集（172題）「Salesforce Financial Services Cloud (FSC) Accredited Professional 認定」

出題：1

Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A. Financial Account

B. Account

C. Assets & Liabilities

D. Case

E. Opportunity

正解：A,B,E 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：2

Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?

A. FSC Foundations permission set

B. FSC Basic permission set

C. FSC Standard permission set

D. OmniStudio User permission set

E. OmniStudio Admin permission set

正解：A,C,D 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：3

A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

B. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.

C. Record alert categories are not required when creating a record alert, but they help keep alerts organized.

D. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.

正解：A 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：4

What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?

A. Importing the customer's existing data into Salesforce FSC without any modifications

B. Implementing a generic, one-size-fits-all solution for all customers

C. Creating a new Salesforce instance from scratch for the customer

D. Conducting a gap analysis between the customer's current processes and SalesforceFSC capabilities

正解：D 解答を投票する

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出題：5

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. Enable the 'Enable Rollup Summary' in custom settings

B. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.

C. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.

D. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.

E. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.

正解：B,E 解答を投票する

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出題：6

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A. Org ID

B. User ID

C. Data Load ID

D. External ID

正解：D 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：7

How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

A. Remove the Event or Milestone from the Lightning Component in the Developer Console.

B. 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.

C. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.

D. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object

正解：C 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：8

Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe 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. Add Scon as a Related Contact to the Adams Household.

C. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.

D. Disable the Primary Group setting fof Scon on the Adams Household

正解：C 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：9

Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?

A. Perform a data backup.

B. Enable person accounts in FS

C. Enable a person account in a sandbox.

D. Configure Person Account record types.

正解：A 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：10

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. Field Sets

B. Search Layout

C. Lightning Record Pages

D. Page Layout

E. Compact Layout

正解：E 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：11

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. 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.

B. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

C. Rollups for multiple joint owners are not supported

D. RBL calculations can notbe disabled when importing data into your Salesforce org.

E. An RBL rule displays summary calculations of financial account information, such as account balances.

正解：A,B,E 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：12

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.

B. If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.

C. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

D. If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.

正解：C 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

出題：13

While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A. Assign the integration user to the System Administrator profile.

B. Update the System Administrator profile to include the API Only User.

C. Create a new customprofile and ensure API Only is selected.

D. Create a dedicated Integration User.

正解：C,D 解答を投票する

解説: (GoShiken メンバーにのみ表示されます)

Financial-Services-Cloud試験無料問題集「Salesforce Financial Services Cloud (FSC) Accredited Professional 認定」