Sales Users at Cloud Kicks are requesting that the data in the industry field on the Account object displays on the Opportunity page layout. Which…

To display data from a related parent object (Account) on a child object's record page (Opportunity), a cross-object formula field is the correct solution. The Opportunity object has a standard lookup relationship to the Account object. An administrator can create a formula field on the Opportunity object that references the Industry field on the parent Account using the syntax Account.Industry. This new formula field can then be added to the Opportunity page layout, making the Account's industry information visible to users directly on the Opportunity record.

A. A new custom field on the Account object would not display any data on the Opportunity layout.

B. The Industry field is already a standard Account field; this option does not describe the method to display it on the Opportunity.

D. This describes a type of object relationship, not a field type. The relationship between Account and Opportunity is a standard lookup, not master-detail.

1. Salesforce Help, "Create Formula Fields": This document outlines the purpose of formula fields. It states, "A formula is an algorithm that derives its value from other fields, expressions, or values... You can create formula fields on any standard or custom object." This establishes the base capability.

2. Salesforce Help, "Build a Cross-Object Formula": This guide explicitly details the process. It states, "A cross-object formula is a formula that spans two related objects and references merge fields on those objects... For example, you can create a cross-object formula on the Opportunity object that references the Account Name field of the associated account." This directly supports using a formula to pull Account data onto an Opportunity.

3. Salesforce Help, "Tips for Building Formulas": Under the "Tips for Working with Cross-Object Formulas" section, it clarifies, "Cross-object formulas can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship. Cross-object formulas also work with lookup relationships." This confirms the applicability for the standard Account-Opportunity lookup relationship.