最新なSalesforce Financial-Services-Cloud問題集（172題）、真実試験の問題を全部にカバー！

質問 1：
A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?
A. Manage policy holder's interactions with customer service agents intelligently through the underwriting process.
B. Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.
C. Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
D. Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
E. Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
正解：C,D,E
解説: (Pass4Test メンバーにのみ表示されます)

質問 2：
A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?
A. Integrate the Consent object with their Consent Platform to track it in Salesforce.
B. Enable and implement the iate Regulation checkbox on the client record to track their request.
C. Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
D. Implement Consent Management for Financial Services Cloud.
正解：D
解説: (Pass4Test メンバーにのみ表示されます)

質問 3：
Which of the following statements are correct when creating Financial Goals?
A. Users can create goals for paying down debt
B. Users can associate a goal with a specific Financial Account.
C. Users require the Financial Goals permission set to works with Financial Goals
D. Users can only create savings oriented goals.
正解：A

質問 4：
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?
A. Use Lightning Scheduler to periodically schedule tasks for account owners.
B. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
C. Run a nightly process to create tasks and assign them to account owners for follow-ups
D. Train account owners to create required tasks periodically and setdue dates for tracking.
正解：B
解説: (Pass4Test メンバーにのみ表示されます)

質問 5：
A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?
A. Create a new Account Reciprocal Role for the required value.
B. Create a new Contact Reciprocal Role for the required value.
C. Update the Role picklist on the Account-Account Relationship object with new value.
D. Update the Role picklist on the Account-(?ontact Relationship object with new value.
正解：C
解説: (Pass4Test メンバーにのみ表示されます)