Which 2 options does the Salesforce Admin have to accomplish this?

Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner’s primary Households.

Which 2 options does the Salesforce Admin have to accomplish this?
A . Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the household level.
B . Enable the ‘Enable Rollup Summary’ in custom settings
C . Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
D . Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
E . Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.

View Answer

Answer: C, E

Explanation:

Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases.

You can use RBL to roll up financial data to all joint owners’ primary households by doing the following:

Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.

Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account

Role field on the Account Contact Relationship object.

Verified Reference: Salesforce Financial Services Cloud Implementation Guide, page 75.