Salesforce Financial-Services-Cloud 問題集

質問 1：
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem 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. Client Segmentation
B. Financial Services Cloud Standard
C. Financial Service Cloud Basic
D. Financial Service Cloud Extension
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 2：
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. MobileClaimSubmission
B. Quote, Rate, and Apply
C. Claims Management
D. Quote Creathqn Toolbox
E. Policy Administration
正解：B,C,E
解説: (Topexam メンバーにのみ表示されます)

質問 3：
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 4：
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?
A. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
B. 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.
C. Remove the Event or Milestone from the Lightning Component in the Developer Console.
D. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
正解：D
解説: (Topexam メンバーにのみ表示されます)

質問 5：
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?
A. Create an Account-Account Relationship between the Addams Family Trust and the attorney.
B. Create an Account-Contact relationship between the Adams Household and the attorney.
C. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
D. Create an Account-Account relationship between the Adams Household and the attorney
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 6：
A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?
A. The portfolio manager does not have access tothe Lightning page that has the ARC component added
B. The portfolio manager has not been given the permissions that enable users to view and manage ARC
C. The ARC Component has not been added to the page layout
D. The portfolio manager does not have access to the account records that he is trying to create for.
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 7：
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?
A. Data Load ID
B. Org ID
C. External ID
D. User ID
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 8：
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
A. Contact-Contact Relationship and the Reciprocal Rote
B. Reciprocal Role
C. Account-Account Relationship
D. Account-Contact Relationship and the Reciprocal Role
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 9：
To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?
A. Custom objects to track Financial Accounts and Household
B. Predefined list views of clients and households
C. The Commercial Banking dashboard
D. Field sets that configure how fields display in the client and household profiles
正解：C,D
解説: (Topexam メンバーにのみ表示されます)