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?
Below is the answer and explanation for the question in the Salesforce Exams.
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?
- Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.
- Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts. ✅
- Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
- Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.
Correct Answers
Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts. ✅
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