SF-Admin Data and Analytics Management Practice Question
A sales operations analyst at Universal Containers needs to see the total amount of all Opportunities related to each Account, displayed directly on the Account record page, without opening each Opportunity. Which feature should the administrator configure?
⚠ Common exam trap
A common mix-up: candidates confuse report-level aggregation, such as joined reports or summary formulas, with a field that actually stores and displays the total on the parent record.
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
A roll-up summary field on Account that sums Opportunity Amount.
Roll-up summary fields are designed to aggregate child records on a parent record and display the result directly on the parent's page layout. Summing Opportunity Amount through a roll-up on Account gives the analyst a live total without running a report, which matches the requirement precisely.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
A joined report that combines Account and Opportunity data.
Why it's wrong here
A joined report can display Account and Opportunity data side by side in report blocks, but the result is a report, not a field on the Account record page. The analyst specifically wants the total visible on the Account layout without opening a report, so a joined report does not meet the requirement.
- ✗
A cross-object formula field on Account that references Opportunity Amount.
Why it's wrong here
Cross-object formula fields can only reference fields on a single related record through a lookup, not aggregate values across many child records. Since an Account can have many Opportunities, a formula field cannot sum them, so it would not display the total amount the analyst needs.
- ✗
A custom summary formula on the Opportunity report.
Why it's wrong here
A custom summary formula calculates values within a report, such as a percentage of total, and appears only when the report is run. It does not write a value to the Account record or display on the Account page layout, so it cannot satisfy the requirement for an on-page total.
- ✓
A roll-up summary field on Account that sums Opportunity Amount.
Why this is correct
Roll-up summary fields on Account can aggregate child Opportunity records using SUM, COUNT, MIN, or MAX. A SUM roll-up on Opportunity Amount displays the total on the Account record page in real time, which is exactly the requirement and requires no report or manual calculation.
About these practice questions
This SF-Admin question is part of Courseiva's 202-question bank — original exam-style content with full explanations and wrong-answer analysis, never real exam questions or exam dumps. Learn why practice questions differ from exam dumps →
JA
Written and reviewed by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
Last reviewed September 2026 · checked against the official Salesforce exam blueprint
This SF-Admin practice question is part of Courseiva's free Salesforce certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the SF-Admin exam.