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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?

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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
21 days 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
24 days 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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Tien
1 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
1 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
1 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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Kanisha
1 days ago
User 2: Maybe creating a roll-up summary field would work better.
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Mari
19 days ago
User 1: What do you think would be a better solution?
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Elvis
1 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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Chantay
27 days ago
I agree, that seems like the best approach to change the configuration for summarizing Financial Goals.
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Tish
1 months ago
Option A is a good choice. Custom Rollup By Lookup rule can summarize Financial Goals at the household level.
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Nadine
2 months ago
I'm not sure, but I think Financial Goals can not be summarized at the household level, so maybe B) is the answer.
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Genevive
2 months ago
I disagree, I believe the correct answer is C) Create a formula field and add it to the Account page layout.
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Lavonna
2 months ago
I think the answer is A) Add a custom Rollup By Lookup (RBL) rule.
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