Question

You have been given the requirement to display the average value of won opportunities on the Account page layout. How can this be achieved?

1) Using a trigger on the opportunity object
2) Using a trigger on the account object
3) Using rollup summary fields and a formula field
4) Using a rollup summary field with the average function

Answer 1

The average value of won opportunities on the Account page layout is best displayed by creating a sum and count rollup summary fields on the Account object and then using a formula field to calculate the average from these values. This avoids custom code and leverages Salesforce's native features.

Step-by-step explanation:

Displaying Average Value of Won Opportunities

To display the average value of won opportunities on the Account page layout, one can leverage Salesforce's customization capabilities. One approach that stands out for its efficiency and native support within the Salesforce platform is using rollup summary fields and a formula field. Rollup summary fields are used to aggregate data from child records (Opportunities in this case) and can show count, sum, min, and max values directly on a parent record (Account). However, rollup summaries do not directly calculate an average. To achieve this, one would create a rollup summary field to calculate the sum of the values of won opportunities and another to count the number of won opportunities. Then, a formula field can be created on the Account object to divide the sum by the count to give the average value.

The steps are outlined as follows:

1. 
   
3. Create a Rollup Summary on the Account object to sum the values of won Opportunities.
4. 
   
6. Create another Rollup Summary on the Account object to count the number of won Opportunities.
7. 
   
9. Create a Formula Field on the Account object that divides the sum of the won Opportunities by the count of won Opportunities to get the average.

This method does not require custom code and utilizes the declarative features of Salesforce, simplifying maintenance and understanding for non-technical administrators.