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.
• B.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.
• C.Rollups for multiple joint owners are not supported
• D.Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
• E.An RBL rule displays summary calculations of financial account information, such as account balances.

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If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

• A.to the household with the client's primary address
• B.to all the parent households and groups
• C.to the household selected by the advisor for record rollups.
• D.to the Household where the client is the primary member

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Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

• A.The share table records are deleted.
• B.Share table records need to be manually deleted.
• C.All opportunity participant records are delete
• D.The opportunity participant records are not deleted.

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Relationship Management enables you to (Check the 3 that apply)

• A.Display Financial Holding Data
• B.Define Primary Group for a Member
• C.Define who are the members of a Relationship Group.
• D.Define the Role of the Member of the group

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A wealthy client owns a boutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

• A.Account object - Household record type
• B.Account Account Relationship object
• C.Account Contact Relationship object
• D.Account object - Business record type
• E.Contact object

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