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

Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?

• A.Billing
• B.Inheritance
• C.Financial Goal
• D.Financial Holding
• E.Revenue

Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?

• A.Modify permission sets.
• B.Create and manage membership of specified public groups.
• C.Set organization-wide sharing defaults on custom objects.
• D.Unlock users.
• E.Assign or remove permission sets for users in their delegated groups.

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

• A.Existing business capabilities and processes can be redesigned to deliver a higher business impact
• B.The bank has limited redesign opportunities for business capabilities.
• C.The current implementation is using a product-centric view and the bank wants to move to a customer- centric view.
• D.Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
• E.The bank wants to use this project as an opportunity toretire customization

In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?

• A.User currency must match org default currency.
• B.User's locale and language must match user's currency.
• C.User's locale must match user's currency.
• D.Account currency must match org default currency.

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.Search Layout
• B.Page Layout
• C.Lightning Record Pages
• D.Field Sets
• E.Compact Layout