Salesforce Certified Platform App Builder — Question 182

The VP of Sales has requested that Account Site information should be visible on all Opportunity records.
What is the recommended solution to meet this requirement?

Answer options

• A. Roll-Up Summary Field
• B. Cross-Object Formula Field
• C. Process Builder
• D. Workflow Rule

Correct answer: B

Explanation

The Cross-Object Formula Field is the correct choice because it allows you to reference fields from related objects, like Account Site information from the Account object on the Opportunity record. The other options, such as Roll-Up Summary Fields and Workflow Rules, do not support this type of data display directly on Opportunity records.