更新されたPDF（2023年最新）実際にあるSalesforce Financial-Services-Cloud試験問題
検証済みのFinancial-Services-Cloud試験問題集PDF[2023年最新] 成功の秘訣はPassTest
質問 # 66
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
- A. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
- B. An RBL rule displays summary calculations of financial account information, such as account balances.
- C. RBL calculations can not be disabled when importing data into your Salesforce org.
- D. Rollups for multiple joint owners are not supported
- E. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
正解：A、B、E
質問 # 67
Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
- A. Share table records need to be manually deleted.
- B. All opportunity participant records are delete
- C. The share table records are deleted.
- D. The opportunity participant records are not deleted.
正解：C、D
解説：
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.
質問 # 68
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
- A. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
- B. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
- C. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
- D. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
正解：D
質問 # 69
Which of these statements is true for the Person Accounts Model? (2 correct answers)
- A. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.
- B. Person Accounts can not be related to to cases, tasks or calls.
- C. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
- D. The Person Account record type can be used when a client is a business or an institution.
正解：A、C
質問 # 70
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future.
Which of the following statements are correct?
- A. Life Events can not be displayed on the Household level of the Account Record
- B. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
- C. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
- D. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.
正解：C、D
質問 # 71
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. Add the Business record type to the Group record type mapper
- E. Enable Relationship Group Hierarchy in Custom Metadata
正解：A、C、D
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 # 72
A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO) and investment committee?
- A. Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.
- B. Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
- C. Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
- D. Manage policy holder's interactions with customer service agents intelligently through the underwriting process.
- E. Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
正解：B、C、E
解説：
Explanation
Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships; Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank; Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
質問 # 73
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. Custom Sharing Rules
- C. Compliant Data Sharing
- D. Business Rules Engine
正解：C
解説：
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 # 74
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. Custom Sharing Rules
- C. Compliant Data Sharing
- D. Business Rules Engine
正解：C
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 # 75
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
- A. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
- B. Remove user's ability to create one-time events
- C. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
- D. Create an Apex trigger that will prevent the saving of multiple one-time events
正解：C
解説：
Explanation
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.
質問 # 76
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
- A. Accounts & Businesses
- B. Accounts & Groups
- C. Accounts & Members
- D. Accounts & Peers
正解：A、B、D
解説：
Explanation
The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownership structure and financial interests of a business account.
Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer-to-peer relationship, such as friends, colleagues, or associates. You can use this type of relationship to identify potential referrals and cross-selling opportunities from an account's network.
Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a group account. Verified References:
Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4
質問 # 77
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. Create a new Account Reciprocal Role for the required value.
- B. Update the Role picklist on the Account-Account Relationship object with new value.
- C. Update the Role picklist on the Account-(?ontact Relationship object with new value.
- D. Create a new Contact Reciprocal Role for the required value.
正解：B
解説：
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field on the Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships > Role and add or remove values according to your business needs. Verified Reference: : Salesforce Help Article [10] : Salesforce Help Article [11]
質問 # 78
A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
- A. Enable and configure person accounts in FSC, and assign users with permission set licenses.
- B. Review the out-of-the-box capabilities and compare them to the company's current needs.
- C. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
- D. Beyond the preconfigured settings, evaluate whether they need advanced customizations.
- E. Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
正解：B、C、D
解説：
The following activities should be prioritized by the implementation team during planning for designing the Financial Services Cloud implementation:
Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on. Integrations are the connections or interactions that allow data or functionality to flow between different systems or platforms. You should prepare for integrations with your existing or new systems or platforms that support your business processes, such as transactional systems, external data sources, custodians, or other platforms. You should also consider the integration methods, tools, requirements, and challenges that you will need to address during the implementation.
Beyond the preconfigured settings, evaluate whether they need advanced customizations. Customizations are the changes or modifications that you make to Salesforce to meet your specific business needs or preferences. You should evaluate whether you need advanced customizations beyond the preconfigured settings that Financial Services Cloud provides out of the box, such as custom objects, fields, formulas, validation rules, workflows, triggers, or components. You should also consider the impact, benefits, and risks of your customizations on your data model, user interface, performance, security, or maintenance.
Review the out-of-the-box capabilities and compare them to the company's current needs. Out-of-the-box capabilities are the features or functions that Financial Services Cloud offers without any customizations or configurations. You should review the out-of-the-box capabilities and compare them to your company's current needs and expectations. You should also identify any gaps or opportunities for improvement that you can address with configurations or customizations during the implementation. Verified Reference: : Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
質問 # 79
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?
- A. Actionable Relationship Center
- B. Family Members Component
- C. Life Events Component
- D. Relationship Map
- E. Group Members Component
正解：A、D、E
解説：
Explanation
The following options are available to view and update Account-Account, Account-Contact, and Contact-Contact Relationships in Financial Services Cloud:
Actionable Relationship Center: This is a Lightning component that displays a list of all the relationships for a client or a group. You can use it to view, create, edit, and delete relationships.
Relationship Map: This is a Lightning component that displays a graphical representation of all the relationships for a client or a group. You can use it to visualize and navigate the relationship network.
Group Members Component: This is a Lightning component that displays a list of all the members of a group. You can use it to view, add, and remove group members. Verified References: : Salesforce Financial Services Cloud User Guide, page 34. : Salesforce Financial Services Cloud User Guide, page
36. : Salesforce Financial Services Cloud User Guide, page 38.
質問 # 80
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. 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.
- D. The administrator can ask the business manager on the investment bank team to review the file directly.
正解：C
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 # 81
Universal containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to Tier 2 support agent.
How can a system administrator give the sales operation team read/write access to all escalated cases?
- A. Create a criteria-based sharing rule.
- B. Create a case assignment rule.
- C. Create a case escalation rule.
- D. Create an ownership-based sharing rule.
正解：A
質問 # 82
What type of record access can an administrator grant (2 answers)
- A. Read/Write only
- B. Read/Write/Transfer
- C. Read only
- D. Read/Write/Delete
正解：A、C
質問 # 83
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?
- A. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
- B. Create a custom Person Account hierarchy to link duplicate client records.
- C. Create custom components to provide a single view of the client.
- D. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
- E. Link individuals using related contacts to link duplicate client records
正解：A
質問 # 84
A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
- A. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
- B. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
- C. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
- D. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
正解：D
解説：
Explanation
To build the required sharing model for sensitive deal data, the consultant should use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy. The Financial Deal object is a custom object in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use the Financial Deal object to store sensitive deal information, such as deal name, amount, status, or participants. You can also use restriction rules to limit the visibility of Financial Deal records based on criteria such as role, profile, or ownership. Restriction rules can override the organization-wide default sharing settings and block user access to records that they would otherwise be able to see through the Role Hierarchy or other sharing mechanisms.
Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
質問 # 85
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 with Salesforce Support
- C. Register a subdomam using the My Domain wizard and then deploy it
- D. Enable Communities
正解：C
解説：
My Domain is a feature in Salesforce that allows you to create a subdomain for your org. You need to enable My Domain to access Financial Services Cloud Lightning Components, such as Actionable Relationship Center, Relationship Map, Life Events & Business Milestones, etc. To enable My Domain, you need to do the following:
Register a subdomain using the My Domain wizard in Setup > My Domain.
Deploy it to your users after testing it in your sandbox or developer org. Verified Reference: : Salesforce Help Article [7]
質問 # 86
......
ベストを体験せよ！Financial-Services-Cloud試験問題トレーニングを提供しています：https://www.passtest.jp/Salesforce/Financial-Services-Cloud-shiken.html
練習サンプルと問題集と秘訣には2023年最新のFinancial-Services-Cloud有効なテスト問題集：https://drive.google.com/open?id=1f4V5QqUp8wrisSzzT7bFFU7dZCTJAVek