Salesforce Financial-Services-Cloud 問題集

質問 1：
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 2：
Which of the following statements are correct when creating Financial Goals?
A. Users can create goals for paying down debt
B. Users can only create savings oriented goals.
C. Users can associate a goal with a specific Financial Account.
D. Users require the Financial Goals permission set to works with Financial Goals
正解：A

質問 3：
An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assuming there are no other issues, what should happen when the administrator uploads the import file?
A. The import will succeed, and the administrator will be prompted to select a user.
B. The import will succeed, and the Account Owner field will be left blank.
C. The import will succeed, and the administrator will be named as the default Account Owner.
D. The import will fail, since all records in Salesforce must have an owner.
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 4：
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 criteri
B. Create Account sharing rules based on criteria.
C. Create a Financial Account sharing rule based on record owner.
D. Create an Account sharing rule based on record owner.
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 5：
A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?
A. Document the business process flows.
B. Create a visual flow diagram.
C. Design the solution using the Financial Services Cloud components.
D. Understand the journey!for the multiple personas involved in the process.
E. Determine the best e-sigTiature solution to use.
正解：A,D,E
解説: (Topexam メンバーにのみ表示されます)

質問 6：
Which two statements are true for a Group in Financial Services Cloud?
A. Financial Services Cloud includes a group record type for businesses
B. Financial Services Cloud includes a group record type for households
C. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
D. A group is a type of account record that people and businesses can be related to through the account contact relationship object.
正解：B,D
解説: (Topexam メンバーにのみ表示されます)

質問 7：
How should developers configure customized nodes for display in the Actionable Relationship Center (ARC)?
A. Reference the flex Card in the Display properties of the custom ARC relationship graph.
B. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
C. Select Omni Script from the node Actions tab to show the node in an Omni Script.
D. Select Use Flex Card from the node Display tab to show the node in a Flex Card
正解：A

質問 8：
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
A. When multicurrency is enabled in FSC. advanced currency management is also available
B. For each user, the user currency must correspond to the default currency for the user's locale
C. The Salesforce Admin can enable or disable multiple currencies if needed
D. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
正解：A,D
解説: (Topexam メンバーにのみ表示されます)

質問 9：
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?
A. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
B. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
C. A Powerpoint deck wftJscreenshots of the current systems and callouts to what is happening on each slide
D. Word document telling the story of the process from the user's perspective
正解：A
解説: (Topexam メンバーにのみ表示されます)