Financial-Services-Cloud受験対策書 & Financial-Services-Cloud受験方法あなたのIT夢はどんなに大きくても、CertJukenは君のそばにいていて、君の成功に助けます。CertJukenの SalesforceのFinancial-Services-Cloud試験トレーニング資料は高度に認証されたIT領域の専門家の経験と創造を含めているものです。もし君はいささかな心配することがあるなら、あなたはCertJukenの SalesforceのFinancial-Services-Cloud試験トレーニング資料を購入する前に、CertJukenは無料でサンプルを提供することができますし、絶対に失望させません。 Salesforce Financial Services Cloud (FSC) Accredited Professional 認定 Financial-Services-Cloud 試験問題 (Q88-Q93):質問 # 88
A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
A. The Residential Loan Application flow was not enabled in the setup.
B. The administrator did not assign the Mortgage permission set to the user.
C. The administrator did not enable "Allow Mortgage Access" in Setup.
D. The user does not have "Mortgage User" checked in their user record.
正解：B
解説：
The administrator did not assign the Mortgagepermission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup.References: [Mortgage Permission Set], [Residential Loan Application Object]
質問 # 89
A banking customer is using Sales Cloud but their Admin is considering whether Financial Services Cloud would be a better solution to meet their business needs.
What is the best way for the Admin to access a Financial Services org with preconfigured data to play around and learn what's in it?
A. Request a Salesforce developer org
B. Purchase one license of an FSC production org
C. Spin up a Trailhead challenge org
D. Hop on a 30-day Financial Services Cloud trial org
正解：D
質問 # 90
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
A. Contact-Contact Relationship and the Reciprocal Rote
B. Account-Contact Relationship and the Reciprocal Role
C. Account-Account Relationship
D. Reciprocal Role
正解：A
解説：
Explanation
A Contact-Contact Relationship is a construct in Financial Services Cloud that allows you to model the relationship between two contacts, such as a business contact and a client that is modeled as a person account.
The Reciprocal Role is a field on the Contact-Contact Relationship object that defines how each contact relates to the other. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 64.
質問 # 91
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?
A. Ensure each account.phone field in the individual account record is blank.
B. Test out the conversion in a sandbox, including all integrations and customizations.
C. Ensure all individual account records to be converted are only linked to exactly one contact record.
D. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
E. Ensure each individual account to be converted is not a parent account of any other account records.
正解：B、C、E
解説：
Reference: Transform the Individual Data Model to Person Accounts in Financial Services Cloud Explanation: To prepare for converting from the individual account model to person accounts in Financial Services Cloud, the consultant should do the following tasks:
Ensure all individual account records to be converted are only linked to exactly one contact record. A person account is a combination of an account and a contact record that represents an individual customer. To convert an individual account record to a person account record, the individual account record must have exactly one contact record related to it. If an individual account record hasno contact records or more than one contact records related to it, it cannot be converted to a person account record.
Test out the conversion in a sandbox, including all integrations and customizations. A sandbox is a copy of a Salesforce org that can beused for testing and development purposes. Before converting from the individual account model to person accounts in production, the consultant should test out the conversion process in a sandbox to ensure that it works as expected and does not cause any errors or issues with existing integrations and customizations.
Ensure each individual account to be converted is not a parent account of any other account records. A parent account is an account record that has one or more child accounts related to it by ahierarchical relationship. To convert an individual account record to a person account record, the individual account record must not be a parent account of any other account records. If an individual account record is a parent account of any other account records, it cannot be converted to a person account record.
質問 # 92
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
A. Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
B. Map additional owners using the Financial Account Role.
C. Map additional owners using the Actionable Relationship Center.
D. Create lookup fields on the Financial Account object to support additional owners
正解：B
解説：
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can add multiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.