Universal Containers has a requirement that an opportunity should have a field showing the value of its associated account’s billing state. This value should be static after the opportunity has been created.
What is the recommended solution to configure this automation behavior?
To create a field on an Opportunity that captures and retains the billing state from its associated Account at the time of the Opportunity's creation, a Flow is the recommended solution. A Formula field would dynamically update based on the Account's current state, which does not meet the requirement for the field to remain static. Roll-up summary fields are used to summarize data from child records, not to capture a snapshot of parent record fields. Apex could be used but often adds unnecessary complexity if simpler configuration options are available. Using a Flow allows for the value to be copied and retained without further updates, meeting the stated requirements effectively.
Cross-Object Formula field wont be static. If the value of the associated account's billing state changes on the Account record it will also change on the Opportunity record in the formula field. The correct answer is D - a record-triggered flow, because you can make it to only fire when a record is created.
Answer is A. Cross-Object formula field in Salesforce.
A Cross-object formula is a formula that spans two related objects and references merge fields on those objects. A cross-object formula can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship. A cross-object formula also works with lookup relationships.