Salesforce Financial-Services-Cloud 問題集

質問 1：
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
A. Integration Procedure
B. Calculation Procedure
C. OmniStudio Action Document Generation
D. DataRaptor
正解：C,D
解説: (Topexam メンバーにのみ表示されます)

質問 2：
A consultant is configuring a demo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
A. The administrator did not enable "Allow Mortgage Access" in Setup.
B. The administrator did not assign the Mortgage permission set to the user.
C. The Residential Loan Application flow was not enabled in the setup.
D. The user does not have "Mortgage User" checked in their user record.
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 3：
A corporate 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 trusted analyst 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：
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?
A. Run a nightly process to create tasks and assign them to account owners for follow-ups
B. Train account owners to create required tasks periodically and set due dates for tracking.
C. Use Lightning Scheduler to periodically schedule tasks for account owners.
D. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
正解：D
解説: (Topexam メンバーにのみ表示されます)

質問 5：
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 6：
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members Financial Account Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?
A. Ensure the reported Household is the Primary Group for the member
B. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
C. Ensure that the member is the Primary Member in that Household
D. Ensure the Primary Group flag in the Account record is checked.
E. Ensure RollUpByLookup Configuration is Active
正解：A,E
解説: (Topexam メンバーにのみ表示されます)

質問 7：
An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
A. Create an Action Plan Template for capturing beneficiary data and payment information.
B. Utilize Insurance Flow Templates.
C. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
D. Install an Insurance Data AppExchange package.
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 8：
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?
A. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone 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 9：
Which step is required to give a group of users access to a Financial Deal?
A. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
B. Update Industries Settings to give users access to the Financial Dew object.
C. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
D. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
正解：D
解説: (Topexam メンバーにのみ表示されます)