最新的Salesforce Financial-Services-Cloud免費考試真題

問題1

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Referral Automated Approvals

B. Round Robin Referral Routing

C. Accepting a Referral

D. Referral Conversion

E. Assigning a Referral

正確答案: C,D,E

說明：（僅 Fast2test 成員可見）

問題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's locale and language must match user's currency.

C. Account currency must match org default currency.

D. User currency must match org default currency.

正確答案: A

說明：（僅 Fast2test 成員可見）

問題3

A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?

A. An APEX solution to leverage the SendMail capabilities of Salesforce

B. The Send Documents flow for Retail Banking

C. A Marketing Cloud integration to manage client communications

D. Process Builder to create automatl&Socument requests for missing items

正確答案: B

說明：（僅 Fast2test 成員可見）

問題4

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

B. Financial Goalscan not be summarized at the household level.

C. Add a custom Rollup By Lookup (RBL) rule.

D. Create a formula field and add it to the Account page layout

正確答案: A

說明：（僅 Fast2test 成員可見）

問題5

Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?

A. Enable person accounts in FS

B. Configure Person Account record types.

C. Enable a person account in a sandbox.

D. Perform a data backup.

正確答案: D

說明：（僅 Fast2test 成員可見）

問題6

Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

A. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

B. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type

C. To share a Person Account record the admin will need to create sharing rules Account and Contact objects

D. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.

E. Person Accounts can be merged with Business Accounts in Financial Services Cloud

正確答案: B,D

說明：（僅 Fast2test 成員可見）

問題7

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

B. Create two Life Events, one for the birth of the child and one for the Education Savings Account.

C. Create a Referral for the Banker for an Education Savings Account

D. Create a Life Event for the birth of the child and a Referral for the Education Savings Account

E. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

正確答案: A,D

說明：（僅 Fast2test 成員可見）

問題8

How should developers configure customized nodes for display in ARC?

A. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph

B. Select Use LWC from the node Display tab to show the node in a Lightning Web Component

C. Reference the FlexCard in the Display properties of the custom ARC relationship graph

D. Select Use FlexCard from the node Display tab to show the node in a FlexCard

正確答案: A

說明：（僅 Fast2test 成員可見）

問題9

Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A. Financial Service Cloud Basic

B. Financial Service Cloud Extension

C. Financial Services Cloud Standard

D. Client Segmentation

正確答案: A

說明：（僅 Fast2test 成員可見）

問題10

A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A. Assign the record type to users.

B. Create a custom Referral object.

C. Update the lead page layout.

D. Create a new referral record type mapper record.

E. Create a new record type Referral' on the Lead object.

正確答案: A,C,E

說明：（僅 Fast2test 成員可見）

問題11

Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.

B. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

C. Action Plans can speed up the collection of a list of documents needed for the loan application

D. Action Plans create repeatable tasks and automate the task sequences when executed

E. Action Plans can automatically schedule the next appointment with the Advisor.

正確答案: A,B,D

說明：（僅 Fast2test 成員可見）

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