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Question 13 - Certified Platform App Builder discussion

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Universal Containers has a custom picklist called Support Level on the Account object. They would like to show the real-time value of Support Level on all case records.

How should an app builder implement this requirement?

A.
Create a formula field on the Case object using the TEXT function.
Answers
A.
Create a formula field on the Case object using the TEXT function.
B.
Create a formula field on the Account object using the ISPICKVAL function.
Answers
B.
Create a formula field on the Account object using the ISPICKVAL function.
C.
Create a Process Builder and use a field update on the Case object.
Answers
C.
Create a Process Builder and use a field update on the Case object.
D.
Create a roll-up summary field using Support Level on the Account object.
Answers
D.
Create a roll-up summary field using Support Level on the Account object.
Suggested answer: A

Explanation:

The best way to implement this requirement is to create a formula field on the Case object using the TEXT function. A formula field can display the value of another field from a related object, such as the Account object. The TEXT function can convert a picklist value into text, which can be displayed on the Case record. Creating a formula field on the Account object using the ISPICKVAL function is not a valid solution, as it does not show the value of Support Level on the Case record. The ISPICKVAL function is used to check if a picklist field has a certain value, not to display it. Creating a Process Builder and using a field update on the Case object is not an optimal solution, as it requires more configuration and maintenance than a formula field. A Process Builder may also introduce delays or errors in updating the field value. Creating a roll-up summary field using Support Level on the Account object is not a valid solution, as it does not show the value of Support Level on the Case record. A roll-up summary field is used to aggregate numeric values from child records, not to display picklist values.

asked 23/09/2024
Luis Marino
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