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CRT-101 · Question #222

Northern Trail 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 A. Design a standard Campaign report and add the value Won Opportunities in Campaign field. Salesforce includes a standard Campaign report type called 'Campaigns with Won Opportunities' that surfaces the 'Value Won Opportunities in Campaign' field. This field aggregates closed-won opportunity revenue attributed to each campaign without any custom configuration. Option…

Data and Analytics Management

Question

Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns. How should an administrator deliver this information?

Options

  • ADesign a standard Campaign report and add the value Won Opportunities in Campaign field.
  • BPerform periodic data job to update campaign records.
  • CCreate a roll-up summary field on Opportunity to Campaign.
  • DAdd a Total Value Field on campaign and use a workflow rule to update the value when an

How the community answered

(38 responses)
  • A
    92% (35)
  • B
    5% (2)
  • C
    3% (1)

Explanation

Salesforce includes a standard Campaign report type called 'Campaigns with Won Opportunities' that surfaces the 'Value Won Opportunities in Campaign' field. This field aggregates closed-won opportunity revenue attributed to each campaign without any custom configuration. Option C is a common trap: you cannot create a roll-up summary field from Opportunity to Campaign because their relationship is a lookup, not a master-detail (Campaign is not the master). Options B and D are complex, maintenance-heavy workarounds for something the platform already supports natively.

Topics

#Reports#Campaigns#Opportunities#Data Analytics

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