Salesforce Financial-Services-Cloud 問題集

質問 1：
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?
A. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
B. Use Interaction Summary Participants to provide the right access to individuals or groups.
C. Enable Compliant Data Sharing for Interactions.
D. Enable Compliant Data Sharing for Interaction Summaries.
E. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
正解：A,B,D
解説: (Topexam メンバーにのみ表示されます)

質問 2：
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?
A. Screen Flows
B. Omni Studio
C. Process Builder
D. Discovery Framework
正解：A,C
解説: (Topexam メンバーにのみ表示されます)

質問 3：
Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?
A. FSC Foundations permission set
B. OmniStudio Admin permission set
C. OmniStudio User permission set
D. FSC Standard permission set
E. FSC Basic permission set
正解：A,C,D
解説: (Topexam メンバーにのみ表示されます)

質問 4：
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors 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. Single event types
B. Special event types
C. Unique event types
D. Once-in-a-Lifetime event types
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 5：
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?
A. Create and manage membership of specified public groups.
B. Set organization-wide sharing defaults on custom objects.
C. Unlock users.
D. Modify permission sets.
E. Assign or remove permission sets for users in their delegated groups.
正解：A,C,E
解説: (Topexam メンバーにのみ表示されます)

質問 6：
Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?
A. Inheritance
B. Financial Goal
C. Billing
D. Revenue
E. Financial Holding
正解：B,D,E
解説: (Topexam メンバーにのみ表示されます)

質問 7：
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?
A. Family Members Component
B. Life Events Component
C. Relationship Map
D. Group Members Component
E. Actionable Relationship Center
正解：C,D,E
解説: (Topexam メンバーにのみ表示されます)

質問 8：
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
A. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
B. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
C. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
D. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
正解：C,D
解説: (Topexam 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. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
B. Assign the Person Account record type to the user profiles.
C. Remove Person Account record types from the Individual Record Type Mapper.
D. Disable the Person Account custom setting.
E. Assign the Individual record type to the user profiles.
正解：A,C,E
解説: (Topexam メンバーにのみ表示されます)