Salesforce Financial-Services-Cloud 問題集

質問 1：
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?
A. Ensure Person Accounts is enabled on the org
B. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
C. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
D. Enable 'Individual to Person Account Migration' in Custom Settings.
E. Configure your Person Account record types m the Indrvidual Record Type Mapper.
正解：A,C,E
解説: (Topexam メンバーにのみ表示されます)

質問 2：
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?
A. Data Load ID
B. Org ID
C. External ID
D. User ID
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 offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?
A. Create a Financial Account sharing rule based on criteri
B. Create Account sharing rules based on criteria.
C. Create a Financial Account sharing rule based on record owner.
D. Create an Account sharing rule based on record owner.
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 4：
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
A. Contact-Contact Relationship and the Reciprocal Rote
B. Reciprocal Role
C. Account-Account Relationship
D. Account-Contact Relationship and the Reciprocal Role
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 5：
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
A. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
B. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
C. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
D. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
正解：C,D
解説: (Topexam メンバーにのみ表示されます)

質問 6：
For which three objects are Rollup By Lookup (RBL) summaries are available?
A. Financial Accounts
B. Life Events
C. Claims
D. Contacts
E. Assets and Liabilities
正解：A,D,E
解説: (Topexam メンバーにのみ表示されます)

質問 7：
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A. Einstein Analytics for Financial Services
B. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
C. The managed extension package for intelligent Need-Based Referrals and Scoring
D. Salesforce CRM Dashboards
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 8：
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
A. Action Plans require a monthly license fee per user
B. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
C. When you work with Action Plans, you first create Action Plan Templates
D. Action Plans can be used to schedule appointments with the Bankers
E. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
正解：B,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 about Group Membership in Financial Services Cloud?
A. Group Membership defines the role of the member within the Group.
B. With Group Membership settings you can define if a Group is the member's primary Group.
C. Group Membership is modeled using the Account-Group Relationship object.
D. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
正解：A,B
解説: (Topexam メンバーにのみ表示されます)