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

出題：1

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 a Trial org and convert the Trial org toproduction org.

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 the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

正解：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：2

What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

A. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

B. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

C. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

D. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

E. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

正解：A,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：3

The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.

B. To use a Flow, a user must have access to the underlying object and its field

C. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.

D. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.

正解：D 解答を投票する

出題：4

Which three record type options should an advisor configure for a Lead object configuration?

A. Adjustments

B. Referral

C. Retirement Planning

D. General

E. Opportunity

正解：B,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：5

A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A. Reciprocal roles have not been created in the org.

B. The user should be using the Member Relationship button under the Actionable Relationship Center.

C. Sharing rules have not beenset up for reciprocal roles.

D. The user should be using the Edit Group button to access reciprocal roles.

正解：A,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：6

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：7

What actions can a Wealth Advisor take from the Life Events card7

A. Create Opportunity

B. Create Case

C. Create Lead & Referral

D. Request Record Approval

E. Open an Account

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：8

Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A. Create a custom Person Account hierarchy to link duplicate client records.

B. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.

C. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.

D. Create custom components to provide a single view of the client.

E. Link individuals using related contacts to link duplicate client records

正解：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：9

Which three things must an admin keep in mind when creating Action Plan Templates'5

A. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.

B. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.

C. When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template

D. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

E. The Action Plan Template permission set must be added to all users that wantto use Action Plans.

正解：A,B,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：10

Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps 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. Configure your Person Account record types m the Indrvidual Record Type Mapper.

E. Enable 'Individual to Person Account Migration' in Custom Settings.

正解：B,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」