Salesforce Certified Associate — Question 36

How should an associate display the sum of all closed won Opportunity amounts at the Account level?

Answer options

• A. The Opportunity related list
• B. A Roll-Up Summary field
• C. A custom report type

Correct answer: B

Explanation

The correct answer is B, as a Roll-Up Summary field allows for the aggregation of values from related records, specifically summing the closed won Opportunity amounts at the Account level. Option A, the Opportunity related list, simply displays individual Opportunities without summing them. Option C, a custom report type, would require additional steps to generate the sum and is not as direct as using a Roll-Up Summary field.