Salesforce Financial-Services-Cloud 問題集

質問 1：
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. The user should be using the Member Relationship button under the Actionable Relationship Center.
B. The user should be using the Edit Group button to access reciprocal roles.
C. Reciprocal roles have not been created in the org.
D. Sharing rules have not been set up for reciprocal roles.
正解：B,C

質問 2：
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?
A. Use the Case process and create Cases with Case Type 'Referrar'.
B. Write a trigger to create Referrals from a 'Create Referral* button.
C. Use Global Action To create Referrals.
D. Use
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 3：
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
A. Object: Financial Account; Field: Primary Owner
B. Object: Account-Account Relationship; Field: Related Role
C. Object: Financial Account; Field: Joint Owner
D. Object: Financial Account Role; Field: Role
正解：D
解説: (Topexam メンバーにのみ表示されます)

質問 4：
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
A. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
B. Create an Apex trigger that will prevent the saving of multiple one-time events
C. Remove user's ability to create one-time events
D. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 5：
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?
A. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
B. Ensure each individual account to be converted is not a parent account of any other account records.
C. Ensure all individual account records to be converted are only linked to exactly one contact record.
D. Test out the conversion in a sandbox, including all integrations and customizations.
E. Ensure each account.phone field in the individual account record is blank.
正解：B,C,D

質問 6：
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)

質問 7：
It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?
A. Objects and fields to store the data
B. A flow to get the data into Salesforce
C. An integration User and Integration Profile to enable the connection
D. A Lightning web component to restrict data from users
正解：A,C
解説: (Topexam メンバーにのみ表示されます)

質問 8：
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
A. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
B. Assuming there are no other issues, what should happen when the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
C. Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
D. An administrator is logged in to 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.
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 9：
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
A. Actionable Relationship Center (ARC), an advanced visualization engine
B. Financial Services Cloud Einstein
C. Data Visualization with Marketing Cloud Intelligence
D. Data Filtering and Sorting in Tableau Desktop
正解：A
解説: (Topexam メンバーにのみ表示されます)