Salesforce Certified Sales Cloud Consultant — Question 194

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local Accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all Accounts in the hierarchy when viewing a parent Account.

Which recommendation meets this requirement?

Answer options

• A. Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts.
• B. Configure an after-save Flow to update a custom field on the parent Account with the total value of won Opportunities from the child Accounts.
• C. Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.
• D. Create a Workflow Rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts.

Correct answer: B

Explanation

The correct answer is B because using an after-save Flow allows for the accurate aggregation of won Opportunities from child Accounts into a custom field on the parent Account. Option A is incorrect as Roll-Up Summary fields only work with specific relationships and may not meet the requirement in this scenario. Option C is misleading; while it mentions a Roll-Up Summary, it does not provide the automated updating needed. Option D is also not suitable because Workflow Rules do not allow for the necessary calculations to be performed as efficiently as a Flow.