Universal Containers expects impacts to operations due to increased demand. The executive team will reach out to current customers and wants to see the number of open cases for the account and parent account.
What should an app builder use to display the number of open cases on the account page?
Suggested Answer: C
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Roll-up summary fields can be used to count the number of related open cases for an account, including those from parent accounts if the relationship allows roll-up summaries. References:
[Salesforce Help - Roll-up Summary Fields](https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up up_summary_fields.htm&type=5)
35 comments · newest first
LO
Lore
2 days ago
Plus, it updates automatically.
AL
Alfreda
8 days ago
Exactly, quick and efficient for open cases.
HO
Hollis
13 days ago
True, less setup needed with C).
JO
Josefa
18 days ago
I feel like C) is the simplest option.
AL
Alfreda
23 days ago
A) Flow could work too, but it's complex.
LO
Lore
28 days ago
It shows totals from related records.
HO
Hollis
1 month ago
Why roll-up summary?
LO
Lore
1 month ago
I think it's C) Roll-up summary.
NI
Nieves
1 month ago
Definitely C) Roll-up summary. Simple and effective for open cases.
CA
Casey
2 months ago
A) Flow could work, but it's more complex. Not needed here.
MA
Mable
2 months ago
I agree! Roll-up summaries are perfect for this. Quick insights!
NI
Nidia
2 months ago
I think C) Roll-up summary is the best choice. It shows totals easily.
TO
Tonette
2 months ago
Yeah, Roll-up summary is simple and effective for this scenario.
DE
Deeanna
2 months ago
A) Flow could work, but it’s more complex than needed.
LE
Leatha
2 months ago
I agree! Roll-up summary is perfect for counting open cases.
DW
Dwight
3 months ago
I think C) Roll-up summary is the best choice. It shows totals directly.
RO
Roxane
3 months ago
Open cases can be displayed using roll-up summaries for parent accounts.
PA
Paris
3 months ago
Flow could work too, but why complicate it?
KA
Kandis
3 months ago
Wait, can a custom object even do that? Seems off.
BR
Brock
3 months ago
Totally agree, it’s the simplest option for this.
LA
Laticia
4 months ago
C) Roll-up summary is the way to go!
BE
Bettina
4 months ago
Yeah, Roll-up summary is the way to go for counting open cases!
CE
Celeste
4 months ago
I disagree, a Custom object isn't needed here at all.
LA
Laurene
5 months ago
Wait, can you really use a Roll-up summary for parent accounts? Sounds tricky!
DE
Delila
6 months ago
I think A) Flow could work too, but not as straightforward.
JU
Juliana
6 months ago
Definitely go with C) Roll-up summary. It's perfect for this!
EM
Emerson
6 months ago
I thought approval processes were for managing approvals, not cases!
MA
Margo
6 months ago
Flow could work too, but it feels like overkill here.
JA
Janey
6 months ago
Wait, can a custom object even show open cases?
TH
Thomasena
6 months ago
Totally agree, it’s the simplest option for this.
TE
Tequila
7 months ago
C) Roll-up summary is the way to go!
NO
Noah
7 months ago
Custom objects seem unrelated here, but I can't recall if Approval Processes could somehow help with case counts.
NG
Nguyet
7 months ago
I practiced a similar question where we had to show related records, and I think Roll-up summary was the right choice there too.
CR
Craig
7 months ago
I'm not entirely sure, but I remember something about Flows being useful for displaying data dynamically. Could that be an option?
VI
Vincenza
7 months ago
I think we might need to use a Roll-up summary field since it can aggregate data from related records, like open cases.