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

出題：1

Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

A. Use the Case process and create Cases with Case Type 'Referrar'.

B. Write a trigger to create Referrals from a 'Create Referral* button.

C. Use Global Action To create Referrals.

D. Use

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：2

A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A. Claims Management

B. Quote Creathqn Toolbox

C. MobileClaimSubmission

D. Policy Administration

E. Quote, Rate, and Apply

正解：A,D,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

Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A. Build custom Lightning pages that correspond to each stage of the business process.

B. Use flows to remove the neea for complex Lightning pages.

C. Configure Dynamic Lightning pages.

D. Configure Dynamic Actions for Lightning pages.

E. Enable In-App Guidance to provide walk-throughs.

正解：B,D,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

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

A. Received Document

B. Identity Document

C. Document Checklist Item

D. Identification Document

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：5

Permission set licenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

A. Action Plans

B. Mortgage

C. Lightning Scheduler Resource

D. FSC Insurance

E. Financial Services Cloud Standard

正解：A,D,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

Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or 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：8

Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A. Accounts & Groups

B. Accounts & Peers

C. Accounts & Members

D. Accounts & Businesses

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：9

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

解説: (GoShiken メンバーにのみ表示されます)

出題：10

During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokers should never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?

A. Brokers should be modeled as Contact and the Broker company should be modeled as Account, even if they're a legal entity '-' individually.

B. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.

C. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.

D. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.

正解：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)

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