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Question 4 - Certified Financial Services Cloud discussion

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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?

A.
RBL calculations can not be disabled when importing data into your Salesforce org.
Answers
A.
RBL calculations can not be disabled when importing data into your Salesforce org.
B.
An RBL rule displays summary calculations of financial account information, such as account balances.
Answers
B.
An RBL rule displays summary calculations of financial account information, such as account balances.
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.
Answers
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.
D.
Rollups for multiple joint owners are not supported
Answers
D.
Rollups for multiple joint owners are not supported
E.
Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
Answers
E.
Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
Suggested answer: B, C, E

Explanation:

The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at the client and group levels are as follows:

An RBL rule displays summary calculations of financial account information, such as account balances, net worth, total assets, total liabilities, and so on1.

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 levels1.

Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals, and Opportunities on the client and group pages1. Verified

Reference:1

asked 23/09/2024
mckeon mackey
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