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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - User experience and interface design - Security and access design
|
| Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
| Delivery and Configuration | 46% | - Automation and workflows
- Initial setup and package installation - Configure core FSC features
|
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質問 # 12
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?
正解：C
解説：
An External ID provides the correct mechanism for matching Salesforce records with identifiers maintained by another application. It is a custom field marked with the External ID attribute and typically stores the unique identifier assigned to a record by a core banking system, ERP platform, policy system, loan- origination system, or another external data source.
Salesforce import tools can use External IDs to identify existing records. When a record in an incoming file contains an External ID that matches an existing Salesforce record, the import process can treat the records as corresponding records rather than blindly inserting another copy.
External IDs are also fundamental to upsert operations. The integration supplies the External ID, Salesforce searches for a matching value, and the operation updates the matching record or creates a new record when no match exists. For the strongest duplicate control, the field can additionally be configured as Unique, ensuring that the same external identifier cannot be stored on multiple records.
User ID, Org ID, and Data Load ID do not provide the required source-system record-matching mechanism.
External ID is therefore the appropriate integration identifier.
質問 # 13
A financial services company must add details to the default business hours record. For companywide holidays, the company wants the option to skip nonwork days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement? What should the administrator configure to meet the requirement?
正解：D
解説：
Action Plans can calculate task due dates while excluding configured nonworking days. Salesforce requires administrators to define working and nonworking time in the organization ' s default Business Hours record.
To designate a day as nonworking, the administrator leaves that day ' s start and end time fields blank. This is the method used to identify a nonworking day for Action Plan date calculations.
Companywide holidays are configured separately under Setup, Holidays. Importantly, recurring holidays are not treated the same way for Action Plan nonwork-day calculations, so administrators must configure applicable holidays in the supported form rather than assuming recurring-holiday settings will automatically be skipped.
After business hours and holidays are configured, Action Plans can use Skip Nonwork Days when calculating task completion-date offsets. This ensures that tasks with relative due dates do not fall on organizational nonworking days where the feature is configured accordingly.
No automatic configuration occurs merely because Action Plans are enabled. The administrator must establish the working calendar correctly. Therefore, leaving start and end times blank for a nonworking day is the required business-hours configuration.
質問 # 14
A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?
正解：A、C
解説：
Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:
When the user defines the custom report type, Topics should be selected as the Primary Object. Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts,or Opportunities.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name. For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.
References:
Interest Tags
Build an Interest Tags Report
質問 # 15
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?
正解：C、D、E
解説：
The following functions should be added to the Delegated Administrator group for its franchise users:
Unlock users, which is a function that allows delegated administrators to unlock users who have been locked out due to incorrect login attempts or password expiration.
Assign or remove permission sets for users in their delegated groups, which is a function that allows delegated administrators to grant or revoke additional permissions for users in their delegated groups by using permission sets.
Create and manage membership of specified public groups, which is a function that allows delegated administrators to create public groups for sharing purposes and add or remove users from those groups.
質問 # 16
s. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
正解：A、B、E
解説：
Planning should begin with architectural assessment rather than immediate feature activation. Salesforce instructs implementation teams to review out-of-the-box Agentforce Financial Services capabilities and compare them with current business needs. This establishes what the platform already provides and identifies where configuration or additional solution work is genuinely required.
Integration planning is equally fundamental. The implementation team should identify required connections to transactional systems, external data sources, custodians, and other platforms during implementation design.
Financial institutions typically depend on core banking, portfolio, lending, policy, payment, or external-data systems, so these integration requirements can materially affect the data model and solution architecture.
The team should also evaluate whether requirements extend beyond preconfigured capabilities and require advanced customization. The preferred approach is to minimize unnecessary customization and assess available standard features before deciding how much additional development is appropriate.
Option A represents implementation execution rather than planning. Enabling Person Accounts and assigning licenses occurs after the appropriate architecture, data model, and user-access strategy have been defined.
Option B is a valid design consideration, but detailed field and layout modifications follow the higher-level assessment of platform fit.
The planning priority is therefore to assess standard capability fit, integration dependencies, and the genuine need for advanced customization.
質問 # 17
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