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?

ARBL calculations can notbe disabled when importing data into your Salesforce org.

BAn RBL rule displays summary calculations of financial account information, such as account balances.

CWhen 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.

DRollups for multiple joint owners are not supported

ERollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

Show Suggested Answer

Suggested Answer: B, C, E

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

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Pura

2 hours 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

5 days 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

10 days 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.

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Alita

16 days ago

I remember RBL is supposed to help with summarizing data, but I'm not sure if it can be disabled during data import.

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