FSC AP-208 Practice Questions - Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam

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An advisor wants to see total Assets Under Management (AUM) for a household across all member financial accounts. Which FSC feature aggregates this data?

Roll-Up Summary fields on Account Rollup By Lookup (RBL) rules Compliant Data Sharing Person Account hierarchy

Correct Answer:

Rollup By Lookup (RBL) rules

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