Salesforce Service Cloud Consultant (legacy) — Question 3

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

Correct answer: A

Explanation

The correct answer is A because using Apex allows for dynamic calculations and updates of the parent account's custom field with the total value of open opportunities from child accounts. Roll-up summary fields (option B) can only be used for certain standard relationships and may not fit all cases. Workflow rules (option C) are not as efficient for this type of calculation as they do not update in real-time. Option D does not provide a direct total value on the parent account but rather a separate report.