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

出題：1

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

A. In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.

B. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.

C. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.

D. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.

E. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.

正解：B,C,E 解答を投票する

出題：2

A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A. Enable "Use Person Account" custom setting.

B. Create a record type on the Contact object.

C. Configure Individual Record Type Mapper" custom metadata.

D. Create custom fields on the Person Account 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：3

Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A. Contact-Contact Relationship

B. Standard Household

C. Account with Record Type = Business

D. Custom Relationship Group

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：4

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

A. The bank has limited redesign opportunities for business capabilities.

B. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.

C. Existing business capabilities and processes can be redesigned to deliver a higher business impact

D. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.

E. The bank wants to use this project as an opportunity to retire customization

正解：B,C,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：5

Which of the following objects do support Group-Level Rollups?

A. Action Plans

B. Tasks

C. Financial Accounts

D. Alerts

E. Opportunities

正解：A,C,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：6

Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?

A. Client onboarding

B. Performance reporting

C. Financial accounts management

D. Opportunity management

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

A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A. Update the lead page layout.

B. Create a new record type Referral' on the Lead object.

C. Create a custom Referral object.

D. Create a new referral record type mapper record.

E. Assign the record type to users.

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：8

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. Provide a better user interface by building Lightning web components for beneficiary data and payment information.

B. Utilize Insurance Flow Templates.

C. Create an Action Plan Template for capturing beneficiary data and payment information.

D. Install an Insurance Data AppExchange package.

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

How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A. The Admin can change the color of important life events to red.

B. The Admin can customize the order of life events to be set in chronological order.

C. The user can change the color of important life events to red.

D. The user can customize the order of life events to be set in chronological order

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

A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns

B. Word document telling the story of the process from the user's perspective

C. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes

D. A Powerpoint deck wftJscreenshots of the current systems and callouts to what is happening on each slide

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)

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