Salesforce Financial-Services-Cloud 問題集

質問 1：
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
A. Case
B. Account
C. Assets & Liabilities
D. Financial Account
E. Opportunity
正解：B,D,E
解説: (Topexam メンバーにのみ表示されます)

質問 2：
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?
A. Enable "Use Person Account" custom setting.
B. Create a record type on the Contact object.
C. Create custom fields on the Person Account object.
D. Configure Individual Record Type Mapper" custom metadata.
正解：D
解説: (Topexam メンバーにのみ表示されます)

質問 3：
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
A. OmniScripts
B. APEX Code
C. FlexCards
D. Business Rules Engine
E. Integration Procedures
正解：A,D,E
解説: (Topexam メンバーにのみ表示されます)

質問 4：
To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?
A. Custom objects to track Financial Accounts and Household
B. Predefined list views of clients and households
C. The Commercial Banking dashboard
D. Field sets that configure how fields display in the client and household profiles
正解：C,D

質問 5：
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual client review process. What steps should the Admin take to make that change?
A. Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.
B. Edit the published Action Plan Template directly.
C. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 6：
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
A. Sync with Company Calendar
B. Skip Non-Work Days For Tasks
C. Skip Non-Work Days for Deadlines
D. Skip Non-Work Days for Action Plans
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 7：
What are two language-related limitations of Financial Services Cloud?
A. Flows are available only in English.
B. Predefined reciprocal roles are available only in English.
C. Referral record type labels are supported only in English.
D. Custom component labels are supported only in English.
正解：B,C
解説: (Topexam メンバーにのみ表示されます)

質問 8：
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
A. Lightning Record Pages
B. Page Layout
C. Compact Layout
D. Search Layout
E. Field Sets
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 9：
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)