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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 1 Question 3 Discussion

Scott Adams is opening a savings account at his mom's bank. The personal banker Hank Burton wants to make sure all Scott's financial data is rolling up to his parent's household, Adams Household. Rachel Adams, Scott's mom already is the primary member of the Adams Household. How can the banker accomplish this?
B) Make the Adams Household Scott's primary group and edit the Activities & Objects to roll up.
A) Make the Adams Household Scott's primary group and make him the primary member.
C) Disable the primary group setting for Scott on the Adams Household.

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 1 Question 3 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 3
Topic #: 1
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

Scott Adams is opening a savings account at his mom's bank. The personal banker Hank Burton wants to make sure all Scott's financial data is rolling up to his parent's household, Adams Household. Rachel Adams, Scott's mom already is the primary member of the Adams Household. How can the banker accomplish this?

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Suggested Answer: B

by Paz at Aug 22, 2022, 07:30 AM

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Melda
7 months ago
Sounds complicated, why not just keep it simple?
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Quentin
7 months ago
I think C is a bad idea, why disable the primary group?
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Hyman
7 months ago
Wait, can you really just edit the Activities & Objects like that?
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Jovita
8 months ago
I disagree, A could work too!
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Amie
8 months ago
Option B seems like the best choice here.
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Silvana
8 months ago
I don’t think C is correct, but I can’t recall why disabling the primary group setting would be a bad idea.
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Lura
8 months ago
I’m leaning towards A, but I’m confused about whether Scott should really be the primary member since his mom is already established.
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Tu
8 months ago
I remember a practice question about household settings, and I feel like making Scott the primary member could be a mistake.
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Domitila
8 months ago
I think the answer might be B, but I'm not entirely sure how editing the Activities & Objects works in this context.
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Jordan
8 months ago
Hmm, this seems like a tricky one. I'll need to think carefully about the typical timeframes used in financial planning.
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Allene
8 months ago
Alright, time to put my EOS expertise to the test. I'm pretty confident I can nail this question, but I'll double-check my work before submitting.
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