Salesforce Certified Sales Cloud Consultant — Question 9

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?

Answer options

• A. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
• B. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
• C. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.
• D. Use Apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.

Correct answer: D

Explanation

The correct answer is D, as using Apex allows for greater flexibility and can accurately calculate and update the total value of open opportunities across all child accounts. Option A is incorrect because roll-up summary fields cannot aggregate data across multiple levels of hierarchy, only directly from child records. Option B is less efficient than using Apex, as workflow rules have limitations and may not handle complex calculations well. Option C does not provide a direct solution for displaying the total value on the parent account itself.