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Question 146 - Certified Financial Services Cloud discussion

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An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.

Member Name: Oliver Dogging ton

Role in Group: Client

Primary Member: Enabled

Primary Group: Enabled

Activities and Objects to Roll Up: All

Member Name: Macie Dogging ton

Role in Group: Spouse

Primary Member: Enabled

Primary Group: Enabled

Activities and Objects to Roll Up: All

Based on the information provided, what caused the error that the advisor received?

A.
Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
Answers
A.
Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
B.
Spouse is not a valid Role within a Group.
Answers
B.
Spouse is not a valid Role within a Group.
C.
Primary Group - two individuals cannot designate the same Household as their Primary Group.
Answers
C.
Primary Group - two individuals cannot designate the same Household as their Primary Group.
D.
Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
Answers
D.
Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
Suggested answer: A

Explanation:

A primary member is the person account who is the main contact for a household or a group. Only one person account can be the primary member of a household or a group. The primary member is also used to calculate rollups for the household or group, such as total assets, liabilities, net worth, and so on. The advisor should designate either Oliver or Macie as the primary member of the Dogging ton household, but not both.

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asked 23/09/2024
Yuriy Kitsis
35 questions
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