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. 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 2：
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokersshould never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?
A. The Broker Assistant should bemodeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.
B. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
C. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.
D. Brokers should be modeled as Contact and the Broker company should be modeled as Account,even if they're a legal entity '-' individually.
正解：B,C
解説: (Topexam メンバーにのみ表示されます)

質問 3：
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 4：
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?
A. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
B. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
C. Primary Group -two individuals cannot designate the same Household as their Primary Group.
D. Spouse is not a valid Role within a Group.
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 5：
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
A. Request a 30-day Financial Services Cloud trial org
B. Request a Salesforce developer org.
C. Spin up a Salesforce sandbox org.
D. Purchase one license of Financial Services Cloud and install it in a production org.
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 6：
Which three record type options should an advisor configure for a Lead object configuration?
A. Referral
B. Retirement Planning
C. General
D. Adjustments
E. Opportunity
正解：A,B,C
解説: (Topexam メンバーにのみ表示されます)

質問 7：
A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?
A. Account
B. Contact-Contact Relationship
C. Account Contact\Relationship
D. Account Account Relationship
正解：D
解説: (Topexam メンバーにのみ表示されます)

質問 8：
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
A. Account
B. Lead
C. Residential Loan Application
D. Contact
E. Opportunity
正解：A,C,E
解説: (Topexam メンバーにのみ表示されます)

質問 9：
Which two statements are true for a Group inFinancial Services Cloud?
A. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
B. Financial Services Cloud includes a group record type for businesses
C. Financial Services Cloud includes a group record type for households
D. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
正解：A,C
解説: (Topexam メンバーにのみ表示されます)