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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 74 Discussion

[Financial Accounts, Rollups, and Referrals]The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
B) An RBL rule displays summary calculations of financial account information, such as account balances. and C) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels. and E) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
A) RBL calculations can notbe disabled when importing data into your Salesforce org.
D) Rollups for multiple joint owners are not supported

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 74 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 74
Topic #: 3
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[Financial Accounts, Rollups, and Referrals]

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

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Suggested Answer: B, C, E

by Angella at Apr 07, 2026, 04:01 PM

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Justine
26 days ago
Totally agree, that's super useful for banks.
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Fairy
1 month ago
RBL can show summary calculations like account balances!
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Pura
2 months ago
I vaguely recall something about joint owners not being supported, so option D might be true, but I can't remember the details.
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Ahmed
2 months ago
I practiced a similar question about updating records, and I feel like option C could be correct since it talks about updating summaries when records change.
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Linn
2 months ago
I think option B sounds right because it mentions summary calculations, which is what RBL is all about, but I need to double-check.
upvoted 0 times
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Alita
2 months ago
I remember RBL is supposed to help with summarizing data, but I'm not sure if it can be disabled during data import.
upvoted 0 times
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