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Which feature should a system administrator use to meet this requirement?

Which feature should a system administrator use to meet this requirement?

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Sales management at universal containers needs to display the information listed below in each account record Amount of all closed won opportunities Amount of all open opportunities.

A. Calculated columns in the related list
B. Roll-up summary fields
C. Cross-Object formula fields
D. Workflow rules with field updates

This question is part of Admin 201
Asked by Poojanair, Last updated: Feb 22, 2020

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3 Answers

M. Klose

M. Klose, Content Writer, Oakland

Answered Jul 19, 2018

The answer to this is B. This can be very effective as this fields can be closed or opened depending on the type of information that the reader would like to know. A person is allowed to create up to 10 rolled-up summary fields. The number of custom fields may vary depending on the required amount by the team.

There are some that are only given a few while others can create customized fields as they see fit. There are other things that will vary also such as the relationship field, the rich text fields, and so much more. It is ideal to get to know more about this before making to be sure that you will be able to create data that is easy to understand.

 

E. Stanley

E. Stanley, Technical writer, Indianapolis

Answered Jun 27, 2018

There is a need for the information to be displayed properly but it is not going to be easy. The roll up summary field is the answer to this question. This will be considered as the main object wherein all of the other fields will be based on.

This is a very useful process that can be done if you want to gain information about different records that are related to each other. Those who are in the sales department are usually familiar with this process as well as the other processes that are mentioned in the question.

 

John Smith

John Smith

Answered Jun 21, 2017

B. Roll-up summary fields
 

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