Universal Container Sales Ops director requested from the salesforce admin to have a field on the account page layout to be able to track the number of licenses being sold for the company mobile application app per account.
How can the salesforce admin achieve this request?
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: C
Using the roll-up summary field, the salesforce admin will be able to get values on a master records from a child record.
So, it can calculate values from related records.
Option A is incorrect because validation rule doesn't have the option to do any field update.
Option B is incorrect because formula fields calculate values using fields within single record.
Option D is incorrect because the text field needs to be filled in with a value and it doesn't have any automation.
To achieve the Sales Ops Director's request, the Salesforce admin can use the Roll-Up Summary field. A Roll-Up Summary field is a field that allows you to aggregate data from related records and display the result on the record that you're currently viewing.
Here are the steps to create a Roll-Up Summary field to track the number of licenses sold for the company's mobile application app per account:
Navigate to the Setup page by clicking on the Gear icon on the top right corner of the Salesforce page, then click on Setup.
On the left-hand side menu, under the Build section, click on Object Manager.
Select the Account object.
Click on Fields & Relationships.
Click on New and select Roll-Up Summary.
In the Roll-Up Summary Information section, enter a Field Label like "Number of App Licenses Sold" and select the Data Type as Number.
In the Roll-Up Type section, select Count from the dropdown.
In the "Specify the related object and criteria for the Roll-Up Summary" section, select the Mobile App License object in the Related Object dropdown.
Select the criteria to determine which mobile app licenses should be included in the Roll-Up Summary. For example, if you only want to include licenses that are active and not expired, you can add a filter to include only those licenses.
Click on Save.
Add the newly created Roll-Up Summary field to the Account page layout to display the count of mobile app licenses sold per account.
Now, every time a new Mobile App License is created or an existing Mobile App License is updated, the Roll-Up Summary field on the Account record will be updated automatically to show the count of licenses sold for the company's mobile application app per account.