Salesforce CRT-251 Exam With Confidence Using Practice Dumps

To display the total amount of all the open opportunities related to the account on the Account page layout while using Advanced Currency Management, the consultant should use a record-triggered flow to set the value on the account. Advanced Currency Management complicates the use of standard roll-up summary fields due to multiple currency rates. A record-triggered flow can be configured to calculate the total amount of open opportunities and update a custom field on the Account record accordingly, ensuring the displayed amount is accurate and up-to-date.

Contact roles on the Opportunity object allow sales executives to identify the contacts who are involved in the sales process and their roles, such as decision maker or influencer4. This helps sales executives prioritize their interactions with existing contacts and track their influence on the opportunity.

In Salesforce, when the organization-wide default (OWD) setting for Account is Private, access to child account records does not automatically inherit from parent account access. Therefore, if a sales rep has access to a parent account, they do not automatically get access to the child accounts. Access to child account records needs to be shared manually through sharing rules, role hierarchy, or manually sharing the records.

References:

Understanding Sharing Settings

Account Hierarchies and Sharing