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

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
D) Update the selection in 'Activities & Objects to Roll Up' to indude Financial Goals
A) Add a custom Rollup By Lookup (RBL) rule.
B) Financial Goals can not be summarized at the household level.
C) Create a formula field and add it to the Account page layout

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?

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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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Katie
5 months ago
Updating 'Activities & Objects to Roll Up' is the way to go!
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Joseph
6 months ago
I thought Financial Goals couldn't be summarized at the household level?
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Cheryll
6 months ago
You can definitely use a custom Rollup By Lookup rule!
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An
6 months ago
A formula field? Really? That seems like extra work.
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Roslyn
6 months ago
I agree, RBL is the best option here!
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Zack
6 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
7 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
7 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
7 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
7 months ago
This seems straightforward. I'll choose option D and update the 'Activities & Objects to Roll Up' selection.
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Buddy
8 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
8 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
8 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
8 months ago
Hmm, this seems like a tricky one. I'll need to think through the different options carefully.
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Mable
1 year 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 year 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
12 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
12 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
12 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
1 year 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
1 year 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 year 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 year 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
12 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
1 year ago
User 2: Maybe creating a roll-up summary field would work better.
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Mari
1 year ago
User 1: What do you think would be a better solution?
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Elvis
1 year 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
1 year 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
1 year ago
I agree, that seems like the best approach to change the configuration for summarizing Financial Goals.
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Tish
1 year 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
1 year 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
1 year 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
1 year ago
I think the answer is A) Add a custom Rollup By Lookup (RBL) rule.
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