What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?

The correct answer is C. A Roll-Up Summary field. A Roll-Up Summary field is created on a parent object (Account) to aggregate data from related child records (Opportunities). It supports aggregate functions like SUM, COUNT, MIN, and MAX. This lets an account owner see the total opportunity amount directly on the Account…

Salesforce Data Model

Question

Options

AThe Opportunity related list
BA custom report type
CA Roll-Up Summary field

How the community answered

(32 responses)

A
9% (3)
B
6% (2)
C
84% (27)

Explanation

A Roll-Up Summary field is created on a parent object (Account) to aggregate data from related child records (Opportunities). It supports aggregate functions like SUM, COUNT, MIN, and MAX. This lets an account owner see the total opportunity amount directly on the Account record without running a report. The Opportunity related list shows individual records but does not compute totals. A custom report type is used to define report structures, not to surface calculated values on a record.

Topics

#Roll-Up Summary Fields#Salesforce Data Model#Opportunity Management#Account Management

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