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What would a developer do to meet this requirement? The Sales Management team hires a new intern. The intern is not allowed to view Opportunities but needs to see the Most Recent Closed Date of all child Opportunities when viewing an Account record.



A. Create a trigger on the Account object that queries the Close Date of the most recent Opportunities.
B. Create a Workflow rule on the Opportunity object that updates a field on the parent Account.
C. Create a formula field on the Account object that performs a MAX on the Opportunity Close Date field.
D. Create a roll-up summary field on the Account object that performs a MAX on the Opportunity Close Date field.

This question is part of Salesforce Platform Developer 1
Asked by Wyatt Williams, Last updated: Jan 20, 2020

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2 Answers

chandhru.mnc

Chandhru.mnc

Answered Jan 05, 2020

In a master-detail relationship, a detailed record shares the security of a parent. Hence, the formula field is the correct way to achieve this.

 

Wyatt Williams

Wyatt Williams

Answered May 07, 2018

D. Create a roll-up summary field on the Account object that performs a MAX on the Opportunity Close Date field.

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Reshmi

Reshmi

Replied on Sep 02, 2018

Hi Williams, creating a rollup summary on Account will give the intern access to the opportuity records as well as Account is the parent with a Master detail, and the intern is not allowed to view the opportunity records

Muhammad Aqeel

Muhammad Aqeel

Replied on Dec 26, 2018

@Williams for I think MAX function will return farthest date and not the closest one.

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