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Salesforce Financial Services Cloud Accredited Professional (AP-208) Financial-Services-Cloud Question # 32 Topic 4 Discussion

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Salesforce Financial Services Cloud Accredited Professional (AP-208) Financial-Services-Cloud Question # 32 Topic 4 Discussion

Financial-Services-Cloud Exam Topic 4 Question 32 Discussion:
Question #: 32
Topic #: 4

Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?
A.

Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.

B.

Set clients financial data to be rolled up using Financial Services Cloud Primary Group.

C.

Create a custom obiect to track client's financial data

D.

Use Process Builder to create a workflow to summarize data at the Person Account level.

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Actual exam question for Salesforce Financial-Services-Cloud exam by Blaise67723 at Aug 3, 2025, 12:00:00 AM

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