How can the Banker accomplish this?

Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott’s data is rolling up to the Adams Household.

How can the Banker accomplish this?
A . Make the Adams Household Scott’s primary Group and edit tie Activities & Objects to ft* Up.
B . Add Scon as a Related Contact to the Adams Household.
C . Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
D . Disable the Primary Group setting fof Scon on the Adams Household

View Answer

Answer: A

Explanation:

To make sure that Scott’s data is rolling up to the Adams Household, the Banker should make the Adams Household Scott’s primary Group and edit the Activities & Objects to Roll Up. A primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use primary Group to roll up financial data from all the financial accounts that are related to the client or the group. By making the Adams Household Scott’s primary Group, the Banker can ensure that Scott’s financial data is included in the household summary. The Banker can also edit the Activities & Objects to Roll Up to specify which items, such as financial accounts, goals, or referrals, should be rolled up for Scott.

Verified Reference: Salesforce Help Article 4