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Question 70 - Certified Financial Services Cloud discussion

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The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members Financial Account Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A.
Ensure the Primary Group flag in the Account record is checked.
Answers
A.
Ensure the Primary Group flag in the Account record is checked.
B.
Ensure RollUpByLookup Configuration is Active
Answers
B.
Ensure RollUpByLookup Configuration is Active
C.
Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
Answers
C.
Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
D.
Ensure that the member is the Primary Member in that Household
Answers
D.
Ensure that the member is the Primary Member in that Household
E.
Ensure the reported Household is the Primary Group for the member
Answers
E.
Ensure the reported Household is the Primary Group for the member
Suggested answer: B, E

Explanation:

To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:

Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature.RBL is a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.

Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual.The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified

Reference:12

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asked 23/09/2024
Anton Khodyakov
46 questions
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