Cloud Kicks has five years of sales data and would like to track when customers...

The correct answer is B. Create a new roll-up summary field called First Order Date, using type MIN on the Opportunity Close Date with a filter where IsWon = TRUE.

Cloud Kicks wants to track the first purchase date for each customer. The first purchase is the earliest won Opportunity Close Date. A roll-up summary field can calculate values from related records and supports summary types such as COUNT, SUM, MIN, and MAX. Salesforce Trailhead states that MIN displays the lowest value from the selected field and supports date/date-time fields.

So the app builder should create a roll-up summary field on the Account, summarize related Opportunities, choose MIN on CloseDate , and filter to only include won Opportunities, such as IsWon = TRUE .

A and C are incorrect because the field should be a roll-up summary field itself, not a regular date field updated by a roll-up.

D is incorrect because SUM is for number, currency, and percent fields, not date fields. Salesforce documentation confirms that MIN/MAX support date fields, while SUM is for numeric-style fields.

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