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

質問 1

A financial servicescompany 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）Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.

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

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

正解：B 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 2

Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?

（A）The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud

（B）A Mortgage Application' custom object to hold thecollected client data

（C）Data Import Wizard to upload the data collected in spreadsheets

（D）Flow Builder to automate these business processes

正解：A、D 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 3

To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

（A）Go to Custom Settings and edit the Industries Settings

（B）Open a case withSalesforce Support

（C）Register a subdomam using the My Domain wizard and then deploy it

（D）Enable Communities

正解：C 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 4

For which three objects are Rollup By Lookup (RBL) summaries are available?

（A）Life Events

（B）Assets and Liabilities

（C）Contacts

（D）Claims

（E）Financial Accounts

正解：B、C、E 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 5

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

（A）Referral Routing Rules

（B）Referral Approval Processes

（C）Einstein Referral Scoring for Financial Services Cloud

（D）Intelligent Need-Based Referrals and Scoring

正解：D 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 6

Which three referral metrics aretracked with custom components included in Financial Services Cloud?

（A）Web to Lead Referrals

（B）My Top Referrers

（C）Referrals Assigned to me

（D）My Approved Referrals

（E）Expressed interests

正解：B、C、E 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 7

Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

（A）Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

（B）Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.

（C）Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.

（D）Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.

正解：B、C 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 8

Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

（A）Lead Approval

（B）Web to-Lead

（C）Lead Routing

（D）Lead Assignment Rules

（E）Einstein Lead Scoring

正解：C、D、E 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 9

An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

（A）Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.

（B）Spouse is not a valid Role within a Group.

（C）Primary Member - two individuals cannot be designated as the Primary Member of the same Household.

（D）Primary Group -two individuals cannot designate the same Household as their Primary Group.

正解：C 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 10

An insurance companyaims 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）Install an Insurance Data AppExchange package.

（B）Utilize Insurance Flow Templates.

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

（D）Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.

正解：B 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

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

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