Hey all, I came across a question:
Q. 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 behaviour?
- Roll-up summary field
- Apex
- Workflow
- Formula field
I thought the answer should be Formula field (cross object). Can someone help me get the correct answer for this? The test result says it should be Workflow.
, In my case Flow is the one of the Option. I think we can go with flow.
- A record-triggered flow (before insert) can copy the Account’s Billing State to a custom field on the Opportunity at creation.
- Once saved, the value remains static, even if the Account’s billing state changes.
- Ideal low-code solution for this use case.