Salesforce Platform Developer I (legacy) — Question 238
The sales team at Universal Containers would like to see a visual indicator appear on both Account and Opportunity page layouts to alert salespeople when an
Account is late making payments or has entered the collections process.
What can a developer implement to achieve this requirement without having to write custom code?
Answer options
- A. Formula Field
- B. Workflow Rule
- C. Quick Action
- D. Roll-up Summary Field
Correct answer: A
Explanation
A Formula Field can be used to create a dynamic visual indicator based on the payment status of an Account. Workflow Rules are not suitable for this requirement as they do not provide a visual indicator directly on page layouts. Quick Actions are meant for tasks rather than alerts, and Roll-up Summary Fields are only applicable for master-detail relationships and do not serve the purpose of indicating payment status.