Salesforce Financial-Services-Cloud 問題集

質問 1：
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 2：
In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?
A. User's locale must match user's currency.
B. User currency must match org default currency.
C. Account currency must match org default currency.
D. User's locale and language must match user's currency.
正解：A
解説: (Topexam メンバーにのみ表示されます)

質問 3：
A financial services company must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?
A. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
B. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
C. Configure the day without business hours, it is considered a non-work day, even if the day is a recurring holiday.
D. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non-work days to skip.
正解：C
解説: (Topexam メンバーにのみ表示されます)

質問 4：
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?
A. Use a third party from AppExchange add-on to implement currency conversions.
B. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
C. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
D. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
正解：D

質問 5：
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
A. Implement Financial Service Cloud in a Trial org and convert the Trial org to production org.
B. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
C. Implement Financial Service Cloud in the existing org (Brow Field).
D. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 6：
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
A. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.
B. Grant users access to the Financial Account object with permission set
C. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
D. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
正解：B,C
解説: (Topexam メンバーにのみ表示されます)

質問 7：
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?
A. The Referral Score updated when a referral is assigned from the queue to a user.
B. The Referral Score updated when an opportunity associated with the Referral is Closed Won
C. The Referral Score updated when a referral is convened to an Opportunity or closed.
D. The Referral Score updated when a lead is created using the referral record type.
正解：B
解説: (Topexam メンバーにのみ表示されます)

質問 8：
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 9：
Permission set licenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?
A. FSC Insurance
B. Action Plans
C. Lightning Scheduler Resource
D. Mortgage
E. Financial Services Cloud Standard
正解：A,B,E
解説: (Topexam メンバーにのみ表示されます)