Exam Certified Sales Cloud Consultant topic 1 question 267 discussion

Actual exam question from Salesforce's Certified Sales Cloud Consultant

Question #: 267
Topic #: 1

[All Certified Sales Cloud Consultant Questions]

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 local Accounts 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 a parent Account.

Which recommendation meets this requirement?

A. Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts.
B. Configure an after-save Flow to update a custom field on the parent Account with the total value of won Opportunities from the child Accounts.
C. 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.
D. Create a Workflow Rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts.

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Suggested Answer: B 🗳️

by 882359f at Nov. 6, 2024, 12:47 p.m.

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882359f

9 months, 1 week ago

C 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: This option provides the desired functionality by utilizing the built-in "View Account Hierarchy" feature in Salesforce. When viewing a parent Account, this feature displays a visual representation of the account hierarchy, including child Accounts. By including a custom Roll-Up Summary field in the displayed columns, you can show the total value of won Opportunities for all child Accounts. This allows Cloud Kicks to easily access the required information without the need for additional customization or complex workflows.

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