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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 localAccounts 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 2 Parent Account.
Which recommendation meets this requirement?
- A . Configure an after-save flow to update a custom field on the parent Account with the total value of opportunities from the child Accounts.
B. Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts
C. Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts
D. 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.
Suggested Answer: A
Posted : 14/01/2023 11:13 am