Salesforce Financial-Services-Cloud 問題集

質問 1：
Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, 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 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.
B. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.
C. Use the Data Consumption Framework to connect to the bank'smiddleware.
D. 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.
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 2：
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
A. Sharing rules have not beenset up for reciprocal roles.
B. The user should be using the Member Relationship button under the Actionable Relationship Center.
C. The user should be using the Edit Group button to access reciprocal roles.
D. Reciprocal roles have not been created in the org.
正解：C,D
解説: (Topexam メンバーにのみ表示されます)

質問 3：
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
A. Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
B. Perform an operation for more records than schedule-triggered flows allow
C. Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
D. Coordinate multiple flows and assign them to multiple teams or individuals.
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 4：
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
A. Setup > Custom Code > Static Resources
B. Setup > Financial Services > Icons > Life Events and Business Milestones
C. Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
D. Setup > User Interface > icons > Life Events and Business Milestones
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 5：
One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?
A. When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
B. Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
C. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
D. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
正解：B,D
解説: (Topexam メンバーにのみ表示されます)

質問 6：
Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
A. Custom Settings
B. Lightning Page Editor
C. Object Settings
D. Profiles
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 7：
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
A. Configure Dynamic Lightning pages.
B. Build custom Lightning pages that correspond to each stage of the business process.
C. Use flows to remove the neea for complex Lightning pages.
D. Configure Dynamic Actions for Lightning pages.
E. Enable In-App Guidance to provide walk-throughs.
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 commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
A. Apex Tnggers on the task object
B. Action Plans
C. Workflow Rules/Process Builder
D. Flows
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 9：
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. Lead Routing
C. Lead Approval
D. Einstein Lead Scoring
E. Lead Assignment Rules
正解：B,D,E
解説: (Topexam メンバーにのみ表示されます)