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

質問 1

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

（A）The bank wants to use this project as an opportunity to retire customization

（B）The bank has limited redesign opportunities for business capabilities.

（C）Existing business capabilities and processes can be redesigned to deliver a higher business impact

（D）The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.

（E）Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.

正解：A、C、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 2

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 Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.

（B）Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

（C）Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.

（D）Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.

正解：A 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

A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

（A）Create a new referral record type mapper record.

（B）Create a custom Referral object.

（C）Create a new record type Referral' on the Lead object.

（D）Update the lead page layout.

（E）Assign the record type to users.

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 4

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

（A）When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

（B）When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

（C）When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

（D）When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

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 5

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）Financial Service Cloud Basic

（D）Client Segmentation

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 6

What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

（A）Group Member Referrals

（B）Referral Scoring

（C）Referral Group Process Builder

（D）Referrals Rollups

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 7

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 8

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

（A）Create a Financial Account sharing rule based on record owner.

（B）Create Account sharing rules based on criteria.

（C）Create an Account sharing rule based on record owner.

（D）Create a Financial Account sharing rule based on criteri

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 9

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)

（A）Assign the Person Account record type to the user profiles.

（B）Remove Person Account record types from the Individual Record Type Mapper.

（C）Assign the Individual record type to the user profiles.

（D）Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.

（E）Disable the Person Account custom setting.

正解：B、C、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 10

A wealthy client owns a boutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

（A）Account object - Business record type

（B）Account object - Household record type

（C）Contact object

（D）Account Contact Relationship object

（E）Account Account Relationship object

正解：A、B、E 解答を投票する

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

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