Salesforce Financial-Services-Cloud 問題集

質問 1：
The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
A. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
B. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
C. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
D. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
E. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
正解：A,B,E
解説: (Topexam メンバーにのみ表示されます)

質問 2：
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
A. FSC Standard permission set license
B. FSC Extension permission set license
C. FSC Basic permission set license
D. FSC Foundations permission set license
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 3：
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
A. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
B. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
C. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
D. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 4：
How should developers configure customized nodes for display in ARC?
A. Select Use FlexCard from the node Display tab to show the node in a FlexCard
B. Select Use LWC from the node Display tab to show the node in a Lightning Web Component
C. Reference the FlexCard in the Display properties of the custom ARC relationship graph
D. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph
正解：D
解説: (Topexam メンバーにのみ表示されます)

質問 5：
What actions can a Wealth Advisor take from the Life Events card7
A. Create Case
B. Create Opportunity
C. Open an Account
D. Request Record Approval
E. Create Lead & Referral
正解：B,D,E
解説: (Topexam メンバーにのみ表示されます)

質問 6：
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
A. If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
B. If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.
C. If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
D. If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 7：
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)