Salesforce Platform Developer Practice Exam

What action can an intern take to meet sales team requirements for viewing child Opportunities?

1. Create a Workflow Rule on the Opportunity object.

2. Create a formula field on the Account object.

3. Create a roll-up summary field on the Account object.

4. Create a trigger on the Account object.

The correct answer is: Create a roll-up summary field on the Account object.

Creating a roll-up summary field on the Account object is the most effective action for meeting the sales team requirements to view child Opportunities. A roll-up summary field allows you to aggregate values from related child records, in this case, Opportunities, and display them on the parent record, which is the Account. This enables users to see summarized information about all Opportunities linked to a specific Account directly from the Account record. For instance, if the sales team needs to quickly assess the total value of all Opportunities related to an Account, a roll-up summary field can be configured to calculate and display this information (such as the sum of Opportunity amounts). This approach provides immediate visibility into the state of child Opportunities, allowing for quicker decision-making and strategic planning based on the data presented. In contrast, while creating a Workflow Rule may help automate certain actions on the Opportunity records, it does not provide a direct mechanism for viewing child Opportunities at the Account level. A formula field, although useful for displaying calculated values, does not aggregate multiple child records and would only display a single value. Similarly, setting up a trigger introduces complexity and requires custom code, which may not be necessary for the sales team's requirements if the goal is simply to see summarized data on the parent Account record. Thus