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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Mable

1 months ago

I'm just picturing the Salesforce Admin trying to figure this out, scratching their head and saying 'Wait, Financial Goals can't be summarized at the household level? That's news to me!'

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Cordelia

1 months ago

D seems like the obvious choice here. 'Activities & Objects to Roll Up' is the place to make this change. Easy peasy!

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Galen

4 days ago

Yes, option D is definitely the correct choice. It's important to configure the roll-up summary fields correctly for this task.

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Ronny

4 days ago

Yes, 'Activities & Objects to Roll Up' is definitely the key to making this configuration change. It's pretty straightforward once you know where to look.

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Flo

9 days ago

I think you're right. It's important to choose the correct objects to roll up in order to summarize Financial Goals at the household level.

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Lindsay

14 days ago

I think you're right. By selecting 'Activities & Objects to Roll Up', the Salesforce Admin can summarize Financial Goals at the household level.

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Tien

16 days ago

I agree, option D is the way to go. It's all about setting up the right roll-up summary fields.

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Stephaine

16 days ago

I agree, option D is the way to go. It's all about setting up the right roll-up summary fields.

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Annabelle

2 months ago

Haha, option C is a classic 'let's add a formula field' solution. Nice try, but that's not going to cut it for this use case.

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Noemi

4 days ago

User 3: Yeah, that sounds like a more efficient way to summarize Financial Goals at the household level.

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Kanisha

16 days ago

User 2: Maybe creating a roll-up summary field would work better.

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Mari

1 months ago

User 1: What do you think would be a better solution?

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Elvis

2 months ago

Option B is just wrong. Of course we can summarize Financial Goals at the household level. It's a basic feature in Salesforce.

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Hailey

2 months 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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