Given that Cloud Kicks uses Advanced Currency Management (ACM):
Limitations with Roll-Up Summary Fields: With ACM enabled, roll-up summary fields cannot aggregate currency amounts over time due to dated exchange rates. This makes roll-up summaries ineffective for this requirement.
Reference: Salesforce Help - Advanced Currency Management Considerations Record-Triggered Flow Solution: A record-triggered flow can calculate the total amount of all open Opportunities related to an Account and update a custom field on the Account record. This flow can handle currency conversions and respect ACM settings.
Reference: Salesforce Help - Create a Record-Triggered Flow
Custom Formula Fields Insufficient: A formula field on the Opportunity object cannot perform the necessary aggregation and display it on the Account page layout.
By implementing a record-triggered flow, the consultant ensures accurate total amounts are displayed on the Account, complying with ACM constraints.