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

出題：1

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. Account

B. Contact-Contact Relationship

C. Account Contact\Relationship

D. Account Account Relationship

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：2

Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

A. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.

B. The Salesforce Admin can manage sensitive Life Events using Permission Sets.

C. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.

D. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

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：3

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：4

A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

A. Action Plans

B. Omni Scripts

C. Financial Accounts

D. Roll-up Summaries

正解：A,B 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：5

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Referral Automated Approvals

B. Accepting a Referral

C. Assigning a Referral

D. Round Robin Referral Routing

E. Referral Conversion

正解：B,C,E 解答を投票する

出題：6

A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A. Account object - Household record type

B. Account Contact Relationship object

C. Contact object

D. Account object - Businessrecord type

E. Account Account Relationship object

正解：A,D,E 解答を投票する

出題：7

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A. Intelligent Need-Based Referrals and Scoring

B. Referral Routing Rules

C. Einstein Referral Scoring for Financial Services Cloud

D. Referral Approval Processes

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：8

How should developers configure customized nodes for display in ARC?

A. Select Use FlexCard from the node Display tab to show the node in a FlexCard

B. Reference the FlexCard in the Display properties of the custom ARC relationship graph

C. Select Use LWC from the node Display tab to show the node in a Lightning Web Component

D. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph

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：9

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 totrack the Typ

B. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.

C. Add the Financial Account List component to the Account Lightning record page.

D. Configure the Financial Account List components for each required category.

E. Configure Financial Account record types to match the required categories.

正解：A,B,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：10

To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?

A. Field sets that configure how fields display in the client and household profiles

B. Custom objects to track Financial Accounts and Household

C. The Commercial Banking dashboard

D. Predefined list views of clients and households

正解：A,C 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」