How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
A . Add a custom Rollup By Lookup (RBL) rule.
B . Financial Goals can not be summarized at the household level.
C . Create a formula field and add it to the Account page layout
D . Update the selection in "Activities & Objects to Roll Up’ to indude Financial Goals

View Answer

Answer: D

Explanation:

To change the configuration to summarize Financial Goals at the household level, you need to update the selection in “Activities & Objects to Roll Up” to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group.

Verified Reference: Salesforce Financial Services Cloud Implementation Guide, page 81.