CRT-251: Certification Preparation for Sales Cloud ConsultantDemo

Question

Universal Containers uses a public sharing model for accounts and relies on the Parent Account field to build a multi-level account hierarchy. When a user views a parent account, the company wants to view the total value of open opportunities for every account in that hierarchy. Which solution should a consultant recommend to satisfy this requirement?

A Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.
B Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
C Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
D Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.

Explanation

Account hierarchies relate accounts through the Parent Account field, whereas standard roll-up summary fields aggregate values from directly related records and do not recursively total opportunities across a multi-level account hierarchy. A report can be configured to include the accounts in the hierarchy and show the aggregate value of their open opportunities; placing a link to that report on the account provides the requested view without custom code. Salesforce documents that account hierarchies are based on the Parent Account field and that standard account roll-up summaries summarize related opportunities. Considerations for Using Account Hierarchy

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CRT-251: Certification Preparation for Sales Cloud ConsultantDemo

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