ADM-201 · Question #201
Northern TV-all Outfitters wants to calculate how much revenue has been generated for each of Its marketing campaigns. How should an administrator deliver this information?
The correct answer is B. Design a standard Campaign report and add the Value Won Opportunities In Campaign field. To calculate campaign revenue from won opportunities, an administrator should use a standard Campaign report that includes the 'Value Won Opportunities In Campaign' field.
Question
Northern TV-all Outfitters wants to calculate how much revenue has been generated for each of Its marketing campaigns. How should an administrator deliver this information?
Options
- AAdd a Total Value field on Campaign and use a workflow rule to update the value when an
- BDesign a standard Campaign report and add the Value Won Opportunities In Campaign field.
- CPerform periodic data jobs to update campaign records.
- DCreate a roll-up summary field on Opportunity to Campaign.
How the community answered
(32 responses)- A3% (1)
- B94% (30)
- D3% (1)
Why each option
To calculate campaign revenue from won opportunities, an administrator should use a standard Campaign report that includes the 'Value Won Opportunities In Campaign' field.
Workflow rules are largely deprecated and cannot perform cross-object roll-up calculations like summing opportunity amounts onto a campaign; this would require more advanced automation like Flow or Apex.
Salesforce's standard Campaign reports are designed to aggregate data from associated opportunities. The 'Value Won Opportunities In Campaign' field directly provides the sum of the Amount fields of all Closed Won opportunities related to that campaign, fulfilling the requirement without custom development.
Performing periodic data jobs is an inefficient and manual way to get real-time or near real-time revenue information when standard reporting tools can provide this automatically.
Roll-up summary fields can only be created on the Master object in a Master-Detail relationship, and Opportunity is not the Master of Campaign in a standard setup, preventing a direct roll-up summary.
Concept tested: Campaign reporting and standard fields for ROI
Source: https://help.salesforce.com/s/articleView?id=sf.campaigns_reports.htm&type=5
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