お手軽にダウンロードできるFinancial-Services-Cloud試験問題集が更新されたのは172問があります
最新更新されたのはFinancial-Services-Cloud試験問題2024年更新
Salesforce Financial-Services-Cloud（FSC）認定プロフェッショナル試験は、Salesforceプラットフォーム上の金融サービス業界における専門知識を証明したい個人を対象としています。FSC認定プロフェッショナル試験は、銀行、保険、ウェルスマネジメント、資本市場を含む金融サービスに関する幅広い知識を持つプロフェッショナルを対象としています。この試験は、Salesforceプラットフォーム上で金融サービスソリューションを実装し、管理する責任がある個人にとって最適です。
質問 # 95
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
- A. Reciprocal Role
- B. Contact-Contact Relationship and the Reciprocal Rote
- C. Account-Account Relationship
- D. Account-Contact Relationship and the Reciprocal Role
正解：B
解説：
Explanation
A Contact-Contact Relationship is a construct in Financial Services Cloud that allows you to model the relationship between two contacts, such as a business contact and a client that is modeled as a person account.
The Reciprocal Role is a field on the Contact-Contact Relationship object that defines how each contact relates to the other. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 64.
質問 # 96
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?
- A. Interaction Summaries
- B. Sharing Rules
- C. Profiles
- D. Complianthata Sharing
- E. Financial Deal Management
正解：A、B、E
解説：
The following FSC features should be part of the solution design for managing confidential deal information and notes sharing among deal team members:
Financial Deal Management: Financial Deal Management is a feature in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use Financial Deal Management to store confidential deal information such as deal name, amount, status, or participants. You can also use Financial Deal Management to associate opportunities, products, or tasks with a deal.
質問 # 97
A system administrator at universal containers created a new account record type. However, sales users are unable to select record type when creating new account records.
What is a possible reason for this? (2 answers)
- A. The record type has not been added to the sales user profile
- B. The record type does not have an assigned page layout
- C. The record type has not been activated.
- D. The record type has not been set as the default record type
正解：A、C
質問 # 98
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)
- A. Link multiple owners to the business entity as a Group
- B. Capture the majority owner as parent account using Account hierarchy
- C. Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner
- D. Enable Relationship Group Hierarchy in Custom Metadata
- E. Add the Business record type to the Group record type mapper
正解：A、C、E
解説：
To capture and display commercial customers and their parent companies, Lake Tahoe Bank SF Admin can use the following steps:
Add the Business record type to the Group record type mapper, which is a custom metadata type that defines which record types can be added as members of a group1.
Leverage Groups to capture the majority owner of a commercial customer, which is a business entity that has a stake in another business entity1. Groups are a feature that allows users to create and manage household and business relationships1.
Use Account hierarchy to capture minority owners of a commercial customer, which are business entities that have less than 50% stake in another business entity2. Account hierarchy is a feature that allows users to see how accounts are related to each other in a parent-child relationship2.
Link multiple owners to the business entity as a Group, which allows users to see all the stakeholders of a commercial customer in one place1
質問 # 99
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. Quote, Rate, and Apply
- B. Policy Administration
- C. Claims Management
- D. Quote Creathqn Toolbox
- E. MobileClaimSubmission
正解：A、B、C
解説：
The following standard Insurance Platform components can digitally enable the core insurance operations of getting an insurance quote or submitting a claim:
Policy Administration, which is a component that allows users to manage the lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
Claims Management, which is a component that allows users to manage the lifecycle of insurance claims, such as creating, investigating, adjusting, or settling claims. By using Claims Management, the consulting firm can enable customers to submit and track their claims online.
Quote, Rate, and Apply, which is a component that allows users to create and compare insurance quotes, calculate premiums and discounts, and apply for policies online. By using Quote, Rate, and Apply, the consulting firm can enable customers to get an insurance quote online
質問 # 100
Which Financial Services object would you use to store Bank Accounts data?
- A. Charges and Fees
- B. Financial Holding
- C. Assets and Liabilities
- D. Financial Account
正解：D
質問 # 101
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?
- A. If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Action Plan is recommended to improve the current state.
- B. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Framework can be used to improve the current state.
- C. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
- D. If the company struggles with the low effi^ency of tracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
正解：C
解説：
The consultant should consider the following from a customer onboarding perspective:
If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies, Action Plan can be used to improve the current state. Action Plan is a feature in Financial Services Cloud that allows you to automate and standardize common business processes or service requests, such as customer onboarding, account opening, or loan application. You can use Action Plan to create templates that define the tasks, owners, and deadlines for each process or request. You can also use Action Plan to create instances of templates that apply to specific target records, such as accounts, contacts, or opportunities. Action Plan can help you collect data in questionnaires and ensure compliance with company policies by providing step-by-step guidance and validation rules for each task. Verified Reference: : Salesforce Help Article [4] : Salesforce Help Article [5]
質問 # 102
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?
- A. Interaction Summaries
- B. Compliant Data Sharing
- C. Custom Sharing Rules
- D. Business Rules Engine
正解：B
解説：
Explanation
The Financial Services Cloud capability that provides the ability to accommodate the request of sharing specific records with certain users who are not typically engaged in that account is Compliant Data Sharing.
Compliant Data Sharing is a feature that allows users to share records with other users based on criteria such as record type or field value. Users can create sharing rules for objects such as account, contact, individual, financial account role, opportunity participant role, or case team role. By using Compliant Data Sharing, the financial institution can share records with legal and compliance members who must be engaged for particular deals based on a field value that indicates the deal type.
質問 # 103
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?
- A. Use the Action Plan item feature to add an additional task to a published Action Plan.
- B. Create an independent Task not related to original Action Plan
- C. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
- D. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
正解：A
解説：
Explanation
To modify a published Action Plan to support an additional task, Jen should use the Action Plan item feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: :
Salesforce Help Article 1
質問 # 104
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?
- A. As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
- B. After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.
- C. The administrator can ask the business manager on the investment bank team to review the file directly.
- D. To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.
正解：D
解説：
Explanation
As part of the preparation for the data migration process, the administrator should run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration. This is a best practice for data migration in Salesforce that allows the administrator to identify the data they want to migrate, create templates for the data, prepare the destination org, and validate the data2. By running a daily backup data export for a week, the administrator can capture any changes or updates in the data and compare them with previous exports. By continuing to run this job weekly until they are ready for data migration, the administrator can ensure that they have the most recent and accurate data to migrate into Financial Services Cloud. Verified References: 2
質問 # 105
What can be modified on standard object fields? (2 answers)
- A. Help text
- B. Default text
- C. Label
- D. Picklist Values
- E. Field type
正解：A、D
質問 # 106
Which of the following statements are correct when creating Financial Goals?
- A. Users can associate a goal with a specific Financial Account.
- B. Users can create goals for paying down debt
- C. Users can only create savings oriented goals.
- D. Users require the Financial Goals permission set to works with Financial Goals
正解：B
質問 # 107
What standard object has a one-to-many relationship with the account object? (3 answers)
- A. Lead
- B. Case
- C. Campaign
- D. Opportunity
- E. Contact
正解：B、D、E
質問 # 108
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
- A. Read-Only
- B. Tab Hidden
- C. Default Off
- D. Default On
正解：B
質問 # 109
What is an option when customizing a report? (3 answers)
- A. Add a gauge component
- B. Add a filter
- C. Add a grouping
- D. Schedule a refresh time
- E. Summarize fields
正解：B、C、E
質問 # 110
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?
- A. Account Team
- B. Queues
- C. Action Plan Creator
- D. Specific User
- E. Role
正解：B
質問 # 111
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 user can customize the order of life events to be set in chronological order
- B. The user can change the color of important life events to red.
- C. The Admin can change the color of important life events to red.
- D. The Admin can customize the order of life events to be set in chronological order.
正解：A
質問 # 112
Which statement is true regarding an approval process? (2 answers)
- A. An approval action defines the result of record approval or rejection
- B. An assignment rule defines the approver for each process step
- C. The approval history related list can be used to track the process
- D. A delegated approver can reassign approval requests
正解：A、C
質問 # 113
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?
- A. Change the opportunity owner to the public group.
- B. Add the public group to the opportunity team.
- C. Manually share the record with the public group.
- D. Add the public group to an opportunity queue.
正解：C
質問 # 114
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 an Account-Account Relationship between the Addams Family Trust and the attorney.
- B. Create an Account-Contact relationship between the Adams Household and the attorney.
- C. Create an Account-Account relationship between the Adams Household and the attorney
- D. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
正解：D
解説：
To create a relationship between Rachel and her attorney before assigning the reciprocal role of "Attorney", the Wealth Advisor should create a Contact-Contact Relationship between the primary member of the Adams Household and the attorney. A Contact-Contact Relationship is a junction object that links two contacts or individuals and defines their relationship with each other2. By using Contact-Contact Relationship, the Wealth Advisor can capture Rachel's extended network of relationships with people outside of her household. Verified Reference: 2
質問 # 115
What are two language-related limitations of Financial Services Cloud?
- A. Custom component labels are supported only in English.
- B. Referral record type labels are supported only in English.
- C. Predefined reciprocal roles are available only in English.
- D. Flows are available only in English.
正解：B、C
解説：
Explanation
Predefined reciprocal roles are available only in English and Referral record type labels are supported only in English are two language-related limitations of Financial Services Cloud. Predefined reciprocal roles are the roles that define the relationship between two individual clients or between an individual client and a group.
For example, Spouse, Child, Parent, etc. These roles are not translated into other languages and cannot be edited or deleted. Referral record type labels are the labels that indicate the type of referral, such as Client Referral or Prospect Referral. These labels are also not translated into other languages and cannot be edited or deleted. References: [Predefined Reciprocal Roles], [Referral Record Type Labels]
質問 # 116
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