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Exam Certified Sales Cloud Consultant topic 1 question 47 discussion

Actual exam question from Salesforce's Certified Sales Cloud Consultant
Question #: 47
Topic #: 1
[All Certified Sales Cloud Consultant Questions]

Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy.
Which solution should a consultant recommend to meet this requirement?

  • A. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
  • B. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
  • C. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.
  • D. Use Apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.
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Suggested Answer: D 🗳️
by costansin at Jan. 12, 2022, 12:03 p.m.

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zwb
4 months, 1 week ago
The keyword here is "Multi-Level". You can create roll up summary with related opportunties to sum up fields like Amount, Budget, but that's the only 1 level you can get.
upvoted 2 times
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OldViking
1 year ago
D for me. Option A comes very close but the role-up summary field on the Account for Opportunity value doesn't role-up the opportunity values of the opportunities of the child accounts.
upvoted 3 times
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