[2026] Salesforce Financial Services Cloud (FSC) Accredited Professional

문제1

What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

A. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.

B. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

C. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component

D. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field

정답: D

설명: (Fast2test 회원만 볼 수 있음)

문제2

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. Update the Role picklist on the Account-Account Relationship object with new value.

B. Create a new Account Reciprocal Role for the required value.

C. Create a new Contact Reciprocal Role for the required value.

D. Update the Role picklist on the Account-(?ontact Relationship object with new value.

정답: A

설명: (Fast2test 회원만 볼 수 있음)

문제3

Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

A. Enable Compliant Data Sharing for Interaction Summaries.

B. Use Interaction Summary Participants to provide the right access to individuals or groups.

C. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.

D. Enable Compliant Data Sharing for Interactions.

E. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.

정답: A,B,E

설명: (Fast2test 회원만 볼 수 있음)

문제4

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A. OmniStudio Action Document Generation

B. Integration Procedure

C. DataRaptor

D. Calculation Procedure

정답: A,C

설명: (Fast2test 회원만 볼 수 있음)

문제5

Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A. Configure your Person Account record types m the Indrvidual Record Type Mapper.

B. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records

C. Enable 'Individual to Person Account Migration' in Custom Settings.

D. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

E. Ensure Person Accounts is enabled on the org

정답: A,B,E

설명: (Fast2test 회원만 볼 수 있음)

문제6

An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A. Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.

B. Utilize Insurance Flow Templates.

C. Create an Action Plan Template for capturing beneficiary data and payment information.

D. Install an Insurance Data AppExchange package.

정답: B

설명: (Fast2test 회원만 볼 수 있음)

문제7

Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?

A. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.

B. Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.

C. Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.

D. Use the Data Consumption Framework to connect to the bank'smiddleware.

정답: A

설명: (Fast2test 회원만 볼 수 있음)

문제8

For which three objects are Rollup By Lookup (RBL) summaries are available?

A. Financial Accounts

B. Contacts

C. Assets and Liabilities

D. Claims

E. Life Events

정답: A,B,C

설명: (Fast2test 회원만 볼 수 있음)

문제9

Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.

B. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.

C. Create a custom Person Account hierarchy to link duplicate client records.

D. Create custom components to provide a single view of the client.

E. Link individuals using related contacts to link duplicate client records

정답: B

설명: (Fast2test 회원만 볼 수 있음)

문제10

What are two language-related limitations of Financial Services Cloud?

A. Custom component labels are supported only in English.

B. Predefined reciprocal roles are available only in English.

C. Flows are available only in English.

D. Referral record type labels are supported only in English.

정답: B,D

설명: (Fast2test 회원만 볼 수 있음)

문제11

A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A. Custom Sharing Rules

B. Compliant Data Sharing

C. Business Rules Engine

D. Interaction Summaries

정답: B

설명: (Fast2test 회원만 볼 수 있음)

문제12

An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

A. Events

B. Engagement Interaction

C. Notes

D. Interaction Summary

정답: D

설명: (Fast2test 회원만 볼 수 있음)

문제13

While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A. Create a new customprofile and ensure API Only is selected.

B. Assign the integration user to the System Administrator profile.

C. Create a dedicated Integration User.

D. Update the System Administrator profile to include the API Only User.

정답: A,C

설명: (Fast2test 회원만 볼 수 있음)

Salesforce Financial Services Cloud (FSC) Accredited Professional - Financial-Services-Cloud무료 덤프문제 풀어보기

우리와 연락하기

유용한 링크

최신 업데이트