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

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

View Answer

Answer: C

Explanation:

If a client is associated with more than one Household or Group, their records will get rolled up to the household selected by the advisor for record rollups. A Household or Group is a construct in Financial Services Cloud that allows you to group related accounts together and view their aggregated financial data and activities. A client can belong to multiple Households or Groups, but only one of them can be selected as their primary Group for record rollups. The primary Group determines which Household or Group will display the client’s records in its summary components or related lists. The advisor can select or change the primary Group for a client using the Primary Group field on the client’s record page.

Verified Reference: Salesforce Help Article 6