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

[Financial Accounts, Rollups, and Referrals]Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
A) An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. and C) The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels and D) Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
B) Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
E) RBL rules do not require a lot of processing power.

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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Jaime
2 months ago
Overall, I’m leaning towards A, B, and C as the true ones.
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Val
2 months ago
I feel E is misleading. Some RBLs can be complex.
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Shoshana
2 months ago
D is tricky. Why wouldn’t Salesforce support RBL rules?
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Eve
2 months ago
C sounds right. Summaries need to update at different levels.
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Lonny
2 months ago
I agree, but B seems important too. Person Accounts are key.
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Dolores
3 months ago
E) is misleading, RBL can be resource-intensive sometimes.
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Annmarie
3 months ago
B) is correct, you need Person Accounts enabled.
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Jamal
3 months ago
Wait, are Person Accounts really needed for RBL? That’s surprising!
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Carman
3 months ago
I disagree with D, I've seen support for RBL customization.
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Ahmed
4 months ago
A) is definitely true! RBL shows account balances.
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Lawana
4 months 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
4 months 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
4 months 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
4 months 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
5 months 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
5 months 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
5 months ago
I think A is true because RBL is all about summarizing financial account info, right?
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Casie
5 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
5 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
5 months ago
I think A is true. It makes sense for account balances.
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Lamar
6 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
6 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
7 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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Dierdre
1 month ago
D seems off. Salesforce usually supports their features, right?
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Sylvia
2 months ago
I think C is also true. It updates at different levels.
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Alesia
6 months ago
I agree, A is true. It shows account balances.
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Rosio
6 months ago
E sounds questionable too. RBL rules must need some processing power.
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Kris
6 months ago
What about B? Do we really need Person Accounts enabled?
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