Financial-Services-Cloud試験問題集でPDF問題とテストエンジン
Financial-Services-Cloud問題集で必ず試験合格させる
Salesforce Financial-Services-Cloud（FSC）認定プロフェッショナル認定試験は、Salesforceプラットフォームを使用した金融管理と顧客関係管理の専門知識を検証する認定プログラムです。この認定試験は、金融機関、保険会社、ウェルスマネジメント企業、およびその他の金融サービスプロバイダーと協力するコンサルタント、開発者、管理者、およびアーキテクトを対象としています。
質問 # 83
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
- A. Financial Service Cloud Extension
- B. Financial Services Cloud Standard
- C. Client Segmentation
- D. Financial Service Cloud Basic
正解：D
質問 # 84
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. Intelligent Need-Based Referrals and Scoring
- D. Einstein Referral Scoring for Financial Services Cloud
正解：C
質問 # 85
Which three of these statements are true for Rollup By Lookup (RBL) in FSC?
- A. Rollup By Lookup (RBL) do not require a lot of processing power.
- B. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
- C. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
- D. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.
- E. Salesforce does not recommend or provide support for creation or customization of FSC RBL rules.
正解：B、C、E
質問 # 86
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
- A. Unique event types
- B. Once-in-a-Lifetime event types
- C. Single event types
- D. Special event types
正解：A
解説：
To enable advisors to capture Once-in-a-Lifetime events and prevent users from accidentally creating more than one event of such an event type, the consultant should configure Unique event types. Unique event types are event types that can only be created once for each contact or individual, such as birth, death, or marriage. By using Unique event types, the consultant can ensure that advisors can capture important life events for their customers and avoid duplication or inconsistency.
質問 # 87
For which three objects are Rollup By Lookup (RBL) summaries are available?
- A. Contacts
- B. Financial Accounts
- C. Assets and Liabilities
- D. Life Events
- E. Claims
正解：A、B、C
解説：
Rollup By Lookup (RBL) summaries are available for the following objects:
Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
Assets and Liabilities, which are records that represent the value of what a client owns or owes1.
Contacts, which are records that represent individuals who are associated with an account3.
質問 # 88
Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
- A. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
- B. Franchise users can have multiple roles in the hierarchy.
- C. Salesforce FSC only allows 1,024 public groups.
- D. The administrator can define up to 300 total sharing rules for each object.
正解：D
解説：
Explanation
The architect at Cumulus Insurance should be aware of the limitation that the administrator can define up to
300 total sharing rules for each object when using the Role Hierarchy and sharing rules to implement the franchise business model. Sharing rules are a way of granting additional access to records based on criteria, such as record owner, role, or field values. The Role Hierarchy is a way of organizing users into a hierarchy that reflects the reporting structure of the company. The Role Hierarchy and sharing rules can be used together to control the access and visibility of records for different users in Financial Services Cloud. However, there is a limit of 300 sharing rules per object, which means that the administrator may need to use other methods, such as public groups or manual sharing, to grant access to records beyond this limit.
References:
[Sharing Rules]
[Role Hierarchy]
[Sharing Rule Limits]
質問 # 89
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?
- A. Actionable Relationship Center
- B. Financial Goals
- C. Aclion Plans
- D. Flows
正解：D
解説：
Explanation
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefill fields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
質問 # 90
A banking customer is using Sales Cloud but their Admin is considering whether Financial Services Cloud would be a better solution to meet their business needs.
What is the best way for the Admin to access a Financial Services org with preconfigured data to play around and learn what's in it?
- A. Hop on a 30-day Financial Services Cloud trial org
- B. Request a Salesforce developer org
- C. Purchase one license of an FSC production org
- D. Spin up a Trailhead challenge org
正解：A
質問 # 91
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
- A. Related accounts - accounts not directly included in the primary household.
- B. Related contacts that play a role in the the financial world of client (i.e a family lawyer)
- C. Primary household Information, including the members of the household and how the household is related to other groups.
- D. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
正解：C
質問 # 92
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. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
- B. Remove the Event or Milestone from the Lightning Component in the Developer Console.
- C. 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.
- 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：A
解説：
Explanation
To hide highly sensitive Life Events or Business Milestones until they happen, the Admin can hide them on the Events & Business Milestones Lightning Component page properties. The Events & Business Milestones Lightning Component is a component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the page properties to customize the component and select which event types or milestone types to show or hide on the timeline2. Verified References: 2
質問 # 93
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 an opportunity queue.
- C. Add the public group to the opportunity team.
- D. Manually share the record with the public group.
正解：D
質問 # 94
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?
- A. Received Document
- B. Document Checklist Item
- C. Identity Document
- D. Identification Document
正解：D
解説：
Explanation
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]
質問 # 95
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 Business Milestone 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 Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
正解：B
解説：
To create a new Business Milestone Type, you need to add a new picklist value on the Milestone Type field of the Business Milestone object. This field is used to categorize the different types of business milestones that can be tracked for a client. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 57.
質問 # 96
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
- A. Primary household Information, including the members of the household and how the household is related to other groups.
- B. Related contacts that play a role in the financial world of the client (i.e a family lawyer)
- C. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
- D. Related accounts - accounts not directly included in the primary household.
正解：A、B、D
質問 # 97
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
- A. ARC is certified to work with Person Accounts and Individual Accounts.
- B. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
- C. ARC displays up to 5 related lists that have a configured compact layout.
- D. The Association Type picklist controls the account-account relationship that display in the ARC.
- E. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
正解：B、D、E
質問 # 98
How can knowledge articles be used? (2 answers)
- A. To resolve customer cases
- B. To display Salesforce solutions
- C. To display Salesforce answers
- D. To display for customer self-service
正解：A、D
質問 # 99
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 Actionable Relationship Center.
- B. Create lookup fields on the Financial Account object to support additional owners
- C. Map additional owners using the Financial Account Role.
- D. Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
正解：C
解説：
Explanation
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can add multiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.
質問 # 100
The administrator at universal containers will create a custom field to track a specific Tier 2 support user on a case record.
What data type should be used while creating this custom field?
- A. Lookup Filter
- B. Formula
- C. Hierarchical relationship
- D. Lookup relationship
正解：D
質問 # 101
In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?
- A. User's locale and language must match user's currency.
- B. User currency must match org default currency.
- C. User's locale must match user's currency.
- D. Account currency must match org default currency.
正解：C
解説：
The criteria for commas and symbols to be displayed correctly on the Financial Account Summary component is that user's locale must match user's currency. The locale is a setting that determines how dates, times, numbers, and currencies are formatted and displayed for a user. The currency is a setting that determines how monetary amounts are formatted and displayed for a user. By matching the user's locale with their currency, FSC can ensure that commas and symbols are displayed correctly on the Financial Account Summary component according to the user's preferences and expectations
質問 # 102
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
- A. Joined Report
- B. Schedule
- C. Export
- D. Matrix Report
- E. Bucketing
正解：E
質問 # 103
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. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
- C. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
- D. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
- E. 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
正解：A、B、C
解説：
Explanation
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
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. This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approval workflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life events component that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSC Home Page
質問 # 104
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. Web to-Lead
- B. Einstein Lead Scoring
- C. Lead Assignment Rules
- D. Lead Approval
- E. Lead Routing
正解：B、C、E
解説：
Explanation
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queues based on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.
質問 # 105
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?
- A. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
- B. Disable the Primary Group setting fof Scon on the Adams Household
- C. Add Scon as a Related Contact to the Adams Household.
- D. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
正解：D
質問 # 106
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. Remove user's ability to create one-time events
- B. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
- C. Create an Apex trigger that will prevent the saving of multiple one-time events
- D. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
正解：B
解説：
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 # 107
Which two statements are true about Group Membership in Financial Services Cloud?
- A. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
- B. Group Membership is modeled using the Account-Group Relationship object.
- C. With Group Membership settings you can define if a Group is the member's primary Group.
- D. Group Membership defines the role of the member within the Group.
正解：C、D
解説：
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 38.
質問 # 108
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Salesforce Financial Services Cloud（FSC）認定プロフェッショナル試験は、Salesforce Financial Services Cloudプラットフォームの深い理解を持つ個人を対象とした認定プログラムです。この試験は、金融サービスを管理するためにSalesforceのクラウドベースのプラットフォームを使用するエキスパート性を証明したいプロフェッショナルを対象としています。
Salesforce Financial-Services-Cloud（FSC）認定プロフェッショナル認定試験は、Salesforce Financial Servicesクラウドプラットフォームの使用に関する専門知識を実証することに関心のある専門家向けに設計されています。この認定は、保険、銀行、資産管理などの金融サービス製品の操作経験がある個人に最適です。 FSC認定の専門的認定試験は、金融サービスに関する知識とSalesforceプラットフォームを使用して革新的な顧客ソリューションを提供する能力を実証することにより、キャリアを強化しようとしている個人を特に対象としています。
合格させるSalesforce Financial-Services-Cloud試験最速合格にはPassTest：https://www.passtest.jp/Salesforce/Financial-Services-Cloud-shiken.html
Financial-Services-Cloud試験問題（更新されたのは2023年）100%リアル問題解答：https://drive.google.com/open?id=1yi3L3_CjJjK4LM1SrWIEyuAk1XUevIye