Universal Containers Account Hierarchy: Open Opportunities Total

D

To meet the requirement of Universal Containers to display the total value of open opportunities for all accounts in the hierarchy when viewing a parent account, the recommended solution is:

A. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.

Explanation: A roll-up summary field is a powerful feature in Salesforce that allows you to calculate and display aggregate values from child records on a parent record. In this scenario, creating a roll-up summary field on the parent account object will provide an automated solution to calculate and display the total value of open opportunities from all child accounts in the hierarchy.

Here's how you can implement this solution:

1. Enable the Roll-up Summary field:

   • Go to the Salesforce Setup by clicking on the Setup icon.
   • In the Quick Find search box, type "Object Manager" and select it.
   • Find and click on the "Account" object to open its settings.
   • Under the "Fields & Relationships" section, click on "New Roll-up Summary Field."

2. Configure the Roll-up Summary field:

   • Give the roll-up summary field a descriptive name like "Total Open Opportunities."
   • Choose the "Opportunity" object as the object to summarize.
   • Select the "Summarized Object" as "Account" since we want to summarize opportunities related to accounts.
   • Set the "Summarized Field" as "Amount" (or any field that represents the opportunity value).
   • Specify the "Filter Criteria" to only include open opportunities. For example, you can set the criteria as "Stage equals Open" to include opportunities in the open stage.
   • Save the configuration.

3. Test the roll-up summary field:

   • Create or update a few child account records with associated open opportunities.
   • Navigate to the parent account record and observe that the roll-up summary field displays the total value of open opportunities from all child accounts in the hierarchy.

The roll-up summary field is automatically calculated and updated whenever a child account's open opportunity value changes. It provides an efficient and native way to visualize aggregated data from child records on the parent record, fulfilling the requirement of displaying the total value of open opportunities for all accounts in the hierarchy.

Option B (Define a workflow rule), Option C (Create a link to a report), and Option D (Use Apex) are not the recommended solutions in this case because they involve additional customizations and maintenance efforts. The roll-up summary field, on the other hand, leverages Salesforce's built-in functionality and provides an automated and scalable solution.