Salesforce Certified Platform App Builder — Question 314

Cloud Kicks has five years of sales data and would like to track when customers made their first purchase.

How should an app builder use a roll-up summary to meet the requirements?

Answer options

• A. Create a new date field called First Order Date, create a new Workflow to set the date, and roll up the value with a filter where IsWon = TRUE.
• B. Create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE.
• C. Create a new roll-up summary field called First Order Date, using Type SUM on Opportunity Close Date.
• D. Create a new date field called First Order Date, then create a roll-up summary to update the field using Type MIN.

Correct answer: B

Explanation

The correct answer is B because a roll-up summary field that uses Type MIN on the Opportunity Close Date will accurately capture the earliest date when an opportunity was won. Option A incorrectly suggests using a Workflow, and C uses Type SUM, which does not reflect the first purchase date. Option D involves creating a new date field but misses the appropriate use of a roll-up summary for this requirement.