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

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 Goalscan 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

Salesforce Financial-Services-Cloud Summary

  • Vendor: Salesforce
  • Product: Financial-Services-Cloud
  • Update on: Jul 31, 2025
  • Questions: 168
Price: $52.5  $149.99
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