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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 69 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 69
Topic #: 3
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[Financial Accounts, Rollups, and Referrals]

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

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Suggested Answer: A, C, D

by Brice at Nov 25, 2025, 02:31 PM

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Jamal
3 days ago
Wait, are Person Accounts really needed for RBL? That’s surprising!
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Carman
8 days ago
I disagree with D, I've seen support for RBL customization.
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Ahmed
13 days ago
A) is definitely true! RBL shows account balances.
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Lawana
18 days ago
A, C, and E are spot on. RBL is a lifesaver for keeping track of those pesky account balances. Although, I heard the dev team had to add a "Rollup By Lookup: The Musical" to the training materials.
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Salley
24 days ago
D is false. Salesforce definitely supports RBL rules, even if they can be a bit of a headache to set up. I'd rather deal with that than try to build my own custom financial reporting from scratch.
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Benedict
29 days ago
B is definitely true. You need Person Accounts to use RBL, and that's a whole other can of worms. I'm just glad I don't have to deal with that in my day-to-day.
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Corrina
1 month ago
D sounds familiar, but I thought there were some guidelines for customization; I guess I need to review that section again.
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Brunilda
1 month ago
I feel like C might be correct since RBL configurations usually affect summaries at different levels, but I need to double-check that.
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Elbert
1 month ago
I'm not entirely sure about B; I remember something about Person Accounts being important, but I can't recall the specifics.
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Pansy
2 months ago
I think A is true because RBL is all about summarizing financial account info, right?
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Casie
2 months ago
Alright, time to put my Financial Services Cloud knowledge to the test. A and C are definitely true, the RBL rules display account info and update the summaries. B is also true, Person Accounts are required. I'm a bit unsure about D and E though, I'll have to think through those more carefully.
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Alline
2 months ago
Okay, let me see here. I know the RBL rules update the summaries at different levels, so C is true. And I think D is also true, Salesforce doesn't recommend customizing the RBL rules. But I'm not confident about E - I'll have to guess on that one.
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Kris
2 months ago
I think A is true. It makes sense for account balances.
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Lamar
3 months ago
A, C, and E are correct. The RBL rules are great for summarizing financial data, but I heard they can be a real CPU hog if you're not careful.
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Demetra
3 months ago
Hmm, this one seems tricky. I remember something about Person Accounts being required for RBL, so B is probably true. But I'm not sure about the rest - I'll have to review my notes on RBL to be sure.
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Vesta
3 months ago
I think I know this one - the RBL rules are used to display account balances and other financial info, so A is definitely true. I'm not sure about the other statements though, I'll have to think through them carefully.
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Alesia
2 months ago
I agree, A is true. It shows account balances.
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Rosio
3 months ago
E sounds questionable too. RBL rules must need some processing power.
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Kris
3 months ago
What about B? Do we really need Person Accounts enabled?
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