Cloud Kicks wants to know the total value of all won Opportunities for Accounts and display it on the record. Which type of summary should the app builder use in the roll-up summary field?
Cloud Kicks wants the total value of all won Opportunities displayed on the Account record. In a roll-up summary field, SUM totals the values in a selected numeric/currency field, such as Opportunity Amount. Salesforce documentation identifies SUM as the roll-up summary type used to total values in the selected field.
The app builder would create a roll-up summary field on Account, summarize Opportunities, use SUM on the Amount field, and apply filter criteria for won Opportunities, such as Stage equals Closed Won.
A. Count would only count the number of Opportunities.
B. Total is not the Salesforce roll-up summary type name.
C. Aggregate is not the specific roll-up summary option used here.
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