SF-Admin Object Manager and Lightning App Builder Practice Question
An administrator needs to track the total value of all 'Closed Won' Opportunities associated with an Account. Which configuration is required?
⚠ Common exam trap
Candidates often choose 'Formula fields'. However, formulas cannot aggregate data from multiple child records; they only perform calculations within the current record or lookup relationship.
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
✓
Create a master-detail relationship and a Roll-up Summary field.
A Roll-up Summary field is the native Salesforce feature used to aggregate data from child records to a parent record. By creating a roll-up summary on the Account object that filters for 'Closed Won' opportunities, the administrator can maintain an accurate, real-time total of business value. This simplifies reporting and provides sales managers with immediate visibility into account health without needing complex custom code or manual calculations.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Create a formula field on the Account object.
Why it's wrong here
Formula fields cannot aggregate data from multiple child records. They are restricted to calculations within the current record or fields on its direct parent, making them incapable of performing the sum operations required for aggregating multiple related opportunities into a single total.
- ✓
Create a master-detail relationship and a Roll-up Summary field.
Why this is correct
A master-detail relationship is a prerequisite for roll-up summary fields. Once the relationship is established, the administrator can define the summary criteria, allowing the system to automatically aggregate the Opportunity amounts into a field on the parent Account record efficiently and accurately.
- ✗
Use a Workflow Rule to update a field on the Account.
Why it's wrong here
Workflow rules are legacy automation tools that are not designed for record aggregation. They are inefficient for this task and can lead to data integrity issues if not handled carefully. Roll-up summary fields are the declarative, performant standard for this specific business requirement.
- ✗
Create a custom lookup relationship and a flow.
Why it's wrong here
While a flow could theoretically calculate this, it is an unnecessary implementation of custom logic for a requirement that is natively supported. Using flows for record aggregation is prone to errors, requires extensive maintenance, and lacks the transactional reliability of a standard roll-up summary field.
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.