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突破受験者のシミュレーションされたFinancial-Services-Cloud試験PDF問題を試そう
質問 # 16
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
- A. OmniStudio Action Document Generation
- B. Integration Procedure
- C. DataRaptor
- D. Calculation Procedure
正解：A、C
解説：
The following OmniStudio tools should be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to create documents from templates and data sources using OmniScripts and Integration Procedures. By using OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript.
DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a data source that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.
質問 # 17
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?
- A. CDS in FSC allows record owners to grant access to their records to other FSC users.
- B. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
- C. CDS can only be applied to FSC objects and Account and Opportunity objects.
- D. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
- E. Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,
正解：A、B、C
解説：
Explanation
Compliant Data Sharing (CDS) is a feature of Financial Services Cloud that lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Some of the things to consider when implementing CDS in Financial Services Cloud (FSC) are:
CDS in FSC allows record owners to grant access to their records to other FSC users. Record owners can use the Manage Participants component on record pages to share their records with other users who have relevant roles or permissions6.
CDS can only be applied to FSC objects and Account and Opportunity objects. CDS supports sharing for Account, Opportunity, Financial Account, Financial Holding, Financial Goal, Referral, Relationship Group, Action Plan Template, Action Plan, Action Item Template, Action Item, Interaction Summary, Interaction Summary Participant Role Assignment, Interaction Summary Participant Role Definition7.
To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model. This ensures that only record owners and users above them in the role hierarchy have access to the records by default8.
References:
Compliant Data Sharing
Work with Compliant Data Sharing
質問 # 18
Which three of the following FSC components can an Admin use to illustrate a customer Relationship and Groups
- A. Related Accounts
- B. Relationship Map Builder
- C. Life Events Component
- D. Goal to Group Member Mapping
- E. Actionable Relationship Center
正解：B、E
質問 # 19
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. 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.
- 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. Life Events can not be displayed on the Household level of the Account Record.
正解：A、C
質問 # 20
What object do you use to model a client in Financial Services Cloud?
- A. Account
- B. Contact
- C. Create a custom object
- D. Person Account
正解：D
質問 # 21
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
- A. For each user, the user currency must correspond to the default currency for the user's locale
- B. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
- C. The Salesforce Admin can enable or disable multiple currencies if needed
- D. When multicurrency is enabled in FSC. advanced currency management is also available
正解：B、D
質問 # 22
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
- A. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
- B. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
- C. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
- D. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
正解：A
質問 # 23
Which chart type can be used to display summary values from two different levels of grouping in a report. (2 answers)
- A. Grouped line chart
- B. Stacked bar chart
- C. Funnel chart
- D. Donut chart
正解：A、B
質問 # 24
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
- A. Client Financial Goals
- B. Cases
- C. Notes and Attachments
- D. Financial Holdings
- E. Household Financial Accounts
正解：A、B、E
質問 # 25
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
- A. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the household level.
- B. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
- C. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
- D. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
- E. Enable the 'Enable Rollup Summary' in custom settings
正解：C、D
解説：
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 75.
質問 # 26
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
- A. Suggest offers and actions to users that are tailored to meet an organization's unique business criteria.
- B. Collect input from internal users with a form placed on a Lightning page cKlaunched by a button.
- C. Perform an operation for more records than schedule-triggered flows allow
- D. Coordinate multiple flows and assign them to multiple teams or individuals.
正解：B
解説：
Explanation
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, execute logic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.
質問 # 27
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
- A. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
- B. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
- C. Use Process Builder to create a workflow to summarize data at the Person Account level.
- D. Create a custom obiect to track client's financial data
正解：A
解説：
Explanation
A Primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client's financial data regardless of how often they change households. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 69.
質問 # 28
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
- A. Map additional owners using the Financial Account Role.
- B. Create lookup fields on the Financial Account object to support additional owners
- C. Map additional owners using the Actionable Relationship Center.
- D. Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
正解：A
質問 # 29
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：D
解説：
A Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use Relationship Groups to link duplicate client records and create a consolidated view of their financial data, activities, and interactions. You can also use Relationship Groups to sync data between Salesforce and the source system using external IDs and integration tools. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 67.
質問 # 30
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?
- 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 and a Person Account Record Type
- B. Person Accounts can be merged with Business Accounts in Financial Services Cloud
- C. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.
- D. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
- E. To share a Person Account record the admin will need to create sharing rules Account and Contact objects
正解：A、D
解説：
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
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 and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.
質問 # 31
What happens when you make changes to a Financial account record or primary group membership?
- A. The Admin has to deactivate the Rollup By Lookup (RBL) rules and then force RBL recalculations.
- B. The rollup by lookup (RBL) configuration automatically updates the corresponding RBL summaries at the client and group levels.
- C. The Admin needs to update the rollup by lookup (RBL) rules.
正解：B
質問 # 32
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
- A. Custom Relationship Group
- B. Account with Record Type = Business
- C. Standard Household
- D. Contact-Contact Relationship
正解：A
解説：
A Custom Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use it to represent collaborative customer business operations that are not captured by standard household or account structures. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 67.
質問 # 33
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. 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.
- B. 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.
- 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 # 34
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
- A. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission set assigned to the user.
- B. To use a Flow, a user must have access to the underlying object and its field
- C. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
- D. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
正解：A、B、D
質問 # 35
Which of these statements is true for the Person Accounts Model? (2 correct answers)
- A. 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
- B. 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.
- C. The Person Account record type can be used when a client is a business or an institution.
- D. Person Accounts can not be related to to cases, tasks or calls.
正解：A、B
質問 # 36
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