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Certified Sales Cloud Consultant Exam - Question 40


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?

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Correct Answer: D

Universal Containers needs to aggregate the total value of open opportunities across a multi-level account hierarchy. A roll-up summary field would only work for direct child records and not multiple levels of hierarchy. Hence, the solution must involve more advanced functionality than roll-up fields. Apex can be used to iterate through all levels of the account hierarchy and sum the values of open opportunities, then update a custom field on the parent account. This makes Apex the appropriate solution.

Discussion

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OldVikingOption: D
Oct 21, 2023

D for me. Option A comes very close but the role-up summary field on the Account for Opportunity value doesn't role-up the opportunity values of the opportunities of the child accounts.

zwbOption: A
Jul 2, 2024

The keyword here is "Multi-Level". You can create roll up summary with related opportunties to sum up fields like Amount, Budget, but that's the only 1 level you can get.