Question: 1/50
A sales org wants opportunity amounts to roll up to the Account so leadership can see total open pipeline by Account. Opportunities are related to Accounts. What is the recommended configuration?
Create a Roll-Up Summary field on Account that sums Amount from related Opportunities using a filter for open stages
Create a custom formula field on Account that sums all related Opportunity Amount values
Use a standard report and dashboard only; Salesforce can’t summarize opportunities on Accounts
Create a workflow rule on Opportunity to update a numeric field on Account whenever an opportunity changes