Salesforce Exam Financial Services Cloud Topic 1 Question 60 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 60
Topic #: 1

[All Financial Services Cloud Questions]

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

AAdd a custom Rollup By Lookup (RBL) rule.

BFinancial Goals can not be summarized at the household level.

CCreate a formula field and add it to the Account page layout

DUpdate the selection in 'Activities & Objects to Roll Up' to indude Financial Goals

Show Suggested Answer

Suggested Answer: D

To change the configuration to summarize Financial Goals at the household level, you need to update the selection in ''Activities & Objects to Roll Up'' to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 81.

by Ezekiel at Apr 08, 2025, 10:26 AM

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Hailey

10 days ago

I think option A is the way to go. Adding a custom Rollup By Lookup rule seems like the right approach to summarize Financial Goals at the household level.

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