ADM-201 · Question #283
Sales users at Cloud Kicks are requesting that the data in the Industry field on the Account object displays on the Opportunity page layout. Which type of field should an administrator create to…
The correct answer is A. Cross-object formula field. To display data from a related Account record's Industry field on the Opportunity page layout, an administrator should create a cross-object formula field on the Opportunity object.
Question
Sales users at Cloud Kicks are requesting that the data in the Industry field on the Account object displays on the Opportunity page layout. Which type of field should an administrator create to accomplish this?
Options
- ACross-object formula field
- BCustom Account field
- CStandard Account field
- DMaster-detail relationship field
How the community answered
(62 responses)- A84% (52)
- B10% (6)
- C3% (2)
- D3% (2)
Why each option
To display data from a related Account record's Industry field on the Opportunity page layout, an administrator should create a cross-object formula field on the Opportunity object.
A cross-object formula field on the Opportunity object can reference fields from its parent Account record (e.g., `Account.Industry`). This allows the Industry value to be displayed dynamically on the Opportunity page layout without storing redundant data, as Opportunities have a lookup relationship to Accounts.
A custom Account field would add a new field to the Account object, but it would not automatically display that (or any existing) Account field's data on the Opportunity page layout.
A standard Account field is an existing field on the Account object, but simply having it on the Account doesn't make it appear on the Opportunity page layout without an additional mechanism like a formula field.
A master-detail relationship field defines a relationship between two objects, but it does not inherently display data from the parent record on the child's page layout; a formula field is still needed to reference specific data.
Concept tested: Cross-object formula fields
Source: https://help.salesforce.com/s/articleView?id=sf.customize_formula_fields_cross_object.htm&type=5
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