An advisor is setting up a Household in Financial Services Cloud for their new clients,...

Question

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?

Accepted Answer

A. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.

Answer

B. Spouse is not a valid Role within a Group.

Answer

C. Primary Group -two individuals cannot designate the same Household as their Primary Group.

Answer

D. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.

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Salesforce Accredited Professional Certification Financial-Services-Cloud Question # 31 Topic 4 Discussion

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