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

質問 1

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）Business Rules Engine

（C）Custom Sharing Rules

（D）Compliant Data Sharing

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 2

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）Financial Deal Management

（D）Complianthata Sharing

（E）Profiles

正解：A、B、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 3

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 Creathqn Toolbox

（B）Claims Management

（C）Policy Administration

（D）Quote, Rate, and Apply

（E）MobileClaimSubmission

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 4

Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?

（A）Use the Data Consumption Framework to connect to the bank's middleware.

（B）Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.

（C）Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.

（D）Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make callouts to the core system services.

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 5

A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

（A）Create a record type on the Contact object.

（B）Create custom fields on the Person Account object.

（C）Enable "Use Person Account" custom setting.

（D）Configure Individual Record Type Mapper" custom metadata.

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 6

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

質問 7

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client or group level.
What should the administrator configure to meet the requirement?

（A）When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

（B）Client-level records are aggregated by setting up client-level rollups to all primary group members.

（C）To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.

（D）To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.

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 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

A consultant is configuring a demo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

（A）The administrator did not enable "Allow Mortgage Access" in Setup.

（B）The administrator did not assign the Mortgage permission set to the user.

（C）The Residential Loan Application flow was not enabled in the setup.

（D）The user does not have "Mortgage User" checked in their user record.

正解：B 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 financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?

（A）Account Contact\Relationship

（B）Account

（C）Account Account Relationship

（D）Contact-Contact Relationship

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)

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

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