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Salesforce Accredited Professional Certification Financial-Services-Cloud Question # 19 Topic 3 Discussion

Financial-Services-Cloud Exam Topic 3 Question 19 Discussion:
Question #: 19
Topic #: 3

Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
A.

Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.

B.

Enable the 'Enable Rollup Summary' in custom settings

C.

Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.

D.

Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.

E.

Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.

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Actual exam question for Salesforce Financial-Services-Cloud exam by Nova602 at May 1, 2026, 6:25:49 PM

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