Question

Create a rollup summary field add a custom field to the standard account object to provide a rollup summary of the total expected revenue from all related opportunities. important: if you have advanced currency management enabled in your trailhead playground, disable it for this hands-on challenge.

create a roll-up summary field on the account object:
field label:
potential value field name:
potential value calculate the total expected revenue of all the opportunities related to the account

Answer 1

To create a rollup summary field on the Account object to calculate the total expected revenue from all related Opportunities, follow these steps:

Step-by-step explanation:

The correct answer is option B. To create a rollup summary field on the Account object to calculate the total expected revenue from all related Opportunities, follow these steps:

1. Navigate to Setup and search for 'Object Manager.'
2. Click on 'Object Manager' and find the 'Account' object.
3. Click on 'Fields & Relationships'.
4. Click on 'New Roll-Up Summary Field.'
5. Enter 'Potential Value' as the Field Label and Field Name.
6. Choose 'Sum' as the Rollup Type.
7. Select 'Opportunity' as the Source Object.
8. Choose 'Expected Revenue' as the Field to Aggregate.
9. Click 'Next' and specify the Filter Criteria if needed.
10. Click 'Save' to create the rollup summary field.