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