Salesforce Certified Advanced Administrator — Question 3

The sales team has requested that a new field called Current Customer be added to the Accounts object. The default value will be `No` and will change to `Yes` if any related opportunity is successfully closed as won.
What can an administrator do to meet this requirement?

Answer options

• A. Configure Current Customer as a roll-up summary field that will recalculate whenever an opportunity is won
• B. Use an Apex trigger on the Account object that sets the Current Customer field when an opportunity is won
• C. Use a workflow rule on the Opportunity object that sets the Current Customer field when an opportunity is won
• D. Configure Current Customer as a text field and use an approval process to recalculate its value

Correct answer: C

Explanation

The correct answer is C because a workflow rule can be set on the Opportunity object to automatically update the Current Customer field on the related Account when an opportunity is marked as won. Option A is incorrect as roll-up summary fields do not work with opportunity records. Option B is not the best choice as it requires more complex coding than necessary for this scenario. Option D is incorrect because an approval process is not suitable for this type of field update.