Financial-Services-Cloud 試験問題を無料オンラインアクセス

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

• A.External ID
• B.Org ID
• C.Data Load ID
• D.User ID

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 Referral for the Banker for an Education Savings Account
• B.Create a Life Event for the birth of the child and a Referral for the Education Savings Account
• C.Create two Life Events, one for the birth of the child and one for the Education Savings Account.
• D.Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
• E.Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

• A.When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
• B.When multicurrency is enabled in FSC. advanced currencymanagement is also available
• C.For each user, the user currency must correspond to the default currency for the user's locale
• D.The Salesforce Admin can enable or disable multiple currencies if needed

Which two statements are true for a Group inFinancial Services Cloud?

• A.A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
• B.A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
• C.Financial Services Cloud includes a group record type for households
• D.Financial Services Cloud includes a group record type for businesses

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

• A.Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
• B.Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
• C.Enable and configure person accounts in FSC, and assign users with permission set licenses.
• D.Beyond the preconfigured settings, evaluate whether they need advanced customizations.
• E.Review the out-of-the-box capabilities and compare them to the company's current needs.