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Salesforce

CRT-101 · Question #74

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 the field should an administrator create to…

The correct answer is C. Cross Object Formula Field. A Cross Object Formula Field on the Opportunity object lets you reference and display a field from a related object - in this case, pulling the Industry value from the parent Account directly onto the Opportunity layout, without duplicating or storing data. A (Custom Account…

Object Manager and Lightning App Builder

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 the field should an administrator create to accomplish this?

Options

  • ACustom Account Field
  • BStandard Account Field.
  • CCross Object Formula Field
  • DMaster detail relationship Field

How the community answered

(25 responses)
  • A
    8% (2)
  • B
    4% (1)
  • C
    84% (21)
  • D
    4% (1)

Explanation

A Cross Object Formula Field on the Opportunity object lets you reference and display a field from a related object - in this case, pulling the Industry value from the parent Account directly onto the Opportunity layout, without duplicating or storing data.

  • A (Custom Account Field) is wrong because creating a field on the Account doesn't make it appear on the Opportunity; it just adds it to the Account itself.
  • B (Standard Account Field) is wrong for the same reason - Industry already exists as a standard Account field, but that doesn't surface it on Opportunity layouts.
  • D (Master-Detail Relationship Field) is wrong because a relationship field links objects together; it doesn't display data from a parent object's field.

Memory tip: Think "Cross Object = Cross the bridge." A Cross Object Formula Field crosses from the child object (Opportunity) over the relationship bridge to read a field on the parent (Account) - perfect whenever you need to display parent data on a child record.

Topics

#Cross Object Formula Field#Account-Opportunity Relationship#Page Layout Configuration#Field Types

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