Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 1 Question 60 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam

Question #: 60
Topic #: 1

[All Financial Services Cloud Accredited Professional (AP-208) 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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Katie

2 months ago

Updating 'Activities & Objects to Roll Up' is the way to go!

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Joseph

2 months ago

I thought Financial Goals couldn't be summarized at the household level?

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Cheryll

3 months ago

You can definitely use a custom Rollup By Lookup rule!

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An

3 months ago

A formula field? Really? That seems like extra work.

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Roslyn

3 months ago

I agree, RBL is the best option here!

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Zack

3 months ago

I feel like creating a formula field could be a solution, but I don’t recall if that would actually summarize the data at the household level.

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Ashleigh

3 months ago

I practiced a similar question where we had to update settings for roll-ups, so I’m leaning towards option D, but I’m a bit confused about the exact steps.

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Lemuel

4 months ago

I remember something about not being able to summarize Financial Goals at the household level, but that seems too straightforward for an exam question.

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Ashley

4 months ago

I think we might need to use a Rollup By Lookup rule, but I'm not entirely sure if that's the right approach for summarizing Financial Goals.

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Louisa

4 months ago

This seems straightforward. I'll choose option D and update the 'Activities & Objects to Roll Up' selection.

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Buddy

4 months ago

I'm a bit confused on how to summarize Financial Goals at the household level. I'll need to do some more research on this.

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Robt

4 months ago

Okay, I think I know the answer. I'll go with option A and add a custom Rollup By Lookup rule.

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Twila

5 months ago

I'm not sure about this one. I'll have to review the Salesforce admin configuration options again.

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Sarah

5 months ago

Hmm, this seems like a tricky one. I'll need to think through the different options carefully.

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Mable

10 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

10 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

9 months 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

9 months 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 months 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

9 months 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

9 months 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

9 months 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

10 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

9 months ago

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

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Kanisha

9 months ago

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

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Mari

10 months ago

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

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Elvis

10 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

10 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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