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. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
C. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
D. Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
正解:B
解説: (Pass4Test メンバーにのみ表示されます)
質問 2:
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
A. Cases
B. Client Financial Goals
C. Notes and Attachments
D. Financial Holdings
E. Household Financial Accounts
正解:B,D,E
解説: (Pass4Test メンバーにのみ表示されます)
質問 3:
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
A. RBL rules do not require a lot of processing power.
B. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
C. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
D. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
E. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
正解:B,C,D
解説: (Pass4Test メンバーにのみ表示されます)
質問 4:
Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
A. Lightning Page Editor
B. Object Settings
C. Custom Settings
D. Profiles
正解:C
解説: (Pass4Test メンバーにのみ表示されます)
質問 5:
Which three processes are part of Claims Management?
A. Reserve Management
B. Underwriting
C. Auto Adjudication
D. Payment
E. Quoting
正解:A,C,D
解説: (Pass4Test メンバーにのみ表示されます)
質問 6:
Which two statements are true about Group Membership in Financial Services Cloud?
A. Group Membership is modeled using the Account-Group Relationship object.
B. Group Membership defines the role of the member within the Group.
C. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
D. With Group Membership settings you can define if a Group is the member's primaryGroup.
正解:B,D
解説: (Pass4Test メンバーにのみ表示されます)
質問 7:
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?
A. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
B. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
C. Create an independent Task not related to original Action Plan
D. Usethe Action Plan item feature to add an additional task to a published Action Plan.
正解:D
解説: (Pass4Test メンバーにのみ表示されます)
1356 お客様のコメント





Takahashi -
Financial-Services-Cloud基本的に用語とその概要を網羅する勉強になるため言語学ほど実践的な過去問は必要ないかと思われますが、それにしても過去問の収録数は少なめです。念を入れたい人は本書を導入とした上で過去問中心の参考書も併用することをPass4Testおすすめします。