What feature informs sales management of the amount of all open opportunities associated with an account?

What feature informs sales management of the amount of all open opportunities associated with an account?

• A. Calculated columns
• B. Roll-up summary fields
• C. Cross-Object formula fields
• D. Sales dashboard

Answer: (B)

The feature that informs sales management of the amount of all open opportunities associated with an account is a roll-up summary field. This type of field is specifically designed to aggregate values from related records, such as summing up the amounts of all open opportunities tied to a specific account. Roll-up summary fields operate on master-detail relationships, allowing for the automatic calculation of totals, counts, or averages from child records, facilitating an overview of pertinent financial metrics. Using a roll-up summary field, sales managers can quickly see the total of open opportunities, providing critical insights into the account's potential revenue and allowing for better forecasting and strategic decision-making. The automatic updates of these fields ensure that sales teams always have access to the most current data without the need for manual calculations.

The feature that informs sales management of the amount of all open opportunities associated with an account is a roll-up summary field. This type of field is specifically designed to aggregate values from related records, such as summing up the amounts of all open opportunities tied to a specific account. Roll-up summary fields operate on master-detail relationships, allowing for the automatic calculation of totals, counts, or averages from child records, facilitating an overview of pertinent financial metrics.

Using a roll-up summary field, sales managers can quickly see the total of open opportunities, providing critical insights into the account's potential revenue and allowing for better forecasting and strategic decision-making. The automatic updates of these fields ensure that sales teams always have access to the most current data without the need for manual calculations.