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

出題：1

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：2

If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

A. to the Household where the client is the primary member

B. to the household with the client's primary address

C. to all the parent households and groups

D. to the household selected by the advisor for record rollups.

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

Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

A. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.

B. Create an Account-Account Relationship between the Addams Family Trust and the attorney.

C. Create an Account-Account relationship between the Adams Household and the attorney

D. Create an Account-Contact relationship between the Adams Household and the attorney.

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

A financial services company must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

A. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non-work days to skip.

B. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.

C. Configure the day without business hours, it is considered a non-work day, even if the day is a recurring holiday.

D. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.

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：5

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A. Create a Financial Account sharing rule based on criteri

B. Create an Account sharing rule based on record owner.

C. Create a Financial Account sharing rule based on record owner.

D. Create Account sharing rules based on criteria.

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：6

The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Call to report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC

B. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research

C. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale

D. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e

E. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans

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：7

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A. Industry Integration Solutions with the MuleSoft Anypoint Platform

B. OmniStudio DataRaptors

C. Data Processing Engine

D. OmniStudio Integration Procedures

E. Data Consumption Framework

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：8

How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until 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 Business Milestone 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：9

Which step is required to give a group of users access to a Financial Deal?

A. Update Industries Settings to give users access to the Financial Dew object.

B. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

C. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

D. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

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：10

A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

A. Update the Role picklist on the Account-(?ontact Relationship object with new value.

B. Create a new Account Reciprocal Role for the required value.

C. Create a new Contact Reciprocal Role for the required value.

D. Update the Role picklist on the Account-Account Relationship object with new value.

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)

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