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Question 256 - Certified Sales Cloud Consultant discussion

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Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display the total amount of all the open opportunities related to the account on the Account page layout.

How should the consultant implement a solution to meet the requirement?

A.
Use a record-triggered flow to set the value on the account.
Answers
A.
Use a record-triggered flow to set the value on the account.
B.
Create a roll-up summary field on the Account object.
Answers
B.
Create a roll-up summary field on the Account object.
C.
Use 2 custom formula field on the Opportunity object,
Answers
C.
Use 2 custom formula field on the Opportunity object,
Suggested answer: A

Explanation:

To display the total amount of all the open opportunities related to the account on the Account page layout while using Advanced Currency Management, the consultant should use a record-triggered flow to set the value on the account. Advanced Currency Management complicates the use of standard roll-up summary fields due to multiple currency rates. A record-triggered flow can be configured to calculate the total amount of open opportunities and update a custom field on the Account record accordingly, ensuring the displayed amount is accurate and up-to-date.

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asked 23/09/2024
Ayanda Zwane
32 questions
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