Learn how to use a roll-up summary field in Salesforce to show the number of open cases for an account and its parent account on the account page layout, enabling efficient case management and customer support.
Table of Contents
Question
Universal Containers expects impacts to operations due to increased demand. The executive team will reach out to current customers and wants to see the number of open cases for the account and parent account.
What should an app builder combine to display the number of open cases on the account page?
A. Approval Process
B. Custom object
C. Flow
D. Roll-up summary
Answer
D. Roll-up summary
Explanation
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. In this case, you can create a roll-up summary field on the Account object that counts the number of Case records related to it.
The other options are not suitable for this requirement:
- A. Approval Process: This is used to automate the process of approving records in Salesforce and wouldn’t help in displaying the number of open cases on the account page.
- B. Custom Object: This is a type of object that you define to store information that’s specific to your organization. Creating a custom object to display the number of open cases on the account page would be unnecessary and overly complex.
- C. Flow: Salesforce Flow is a tool that allows you to automate business processes by building applications, known as Flows. While you could potentially use a Flow to count the number of open cases and display it on the account page, it would be more complex and less efficient than using a roll-up summary field.
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