Salesforce Exam Financial Services Cloud Topic 1 Question 3 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 3
Topic #: 1

[All Financial Services Cloud Questions]

Scott Adams is opening a savings account at his mom's bank. The personal banker Hank Burton wants to make sure all Scott's financial data is rolling up to his parent's household, Adams Household. Rachel Adams, Scott's mom already is the primary member of the Adams Household. How can the banker accomplish this?

AMake the Adams Household Scott's primary group and make him the primary member.

BMake the Adams Household Scott's primary group and edit the Activities & Objects to roll up.

CDisable the primary group setting for Scott on the Adams Household.

Show Suggested Answer

Suggested Answer: B

by Paz at Aug 22, 2022, 07:30 AM

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