Q: 19
UC has a requirement that an opportunity should have a field showing the value of its associated account's billing state. This value should not change after the opportunity has been created. Is there a recommended solution to configure this automated behavior?
Options
Discussion
C or B. I picked B because I've seen similar questions talk about using Apex triggers to handle "keep original value" logic, especially if formula fields would auto-update. Workflow seems possible too but for more static stuff I'd suspect a trigger (B). Not 100% sure, could be C.
C or B? I feel like both could work but most Salesforce exam guides put workflow as a solid choice for simple copy-on-create logic. Check the official guide and do a practice test to be sure.
C - workflow can copy the billing state from Account to Opportunity when the opp is created, and since it's a one-time field value (not supposed to change if account changes), that's exactly what workflow does best. Formula field (A) would always update, which is not what they want. Thoughts on why Apex would be needed for this?
Just to clarify, is "should not change after creation" an absolute rule, or could there be exceptions where the field updates? If it's a hard requirement, the options change-formula fields (A) won't work since they'd always reflect current account state. But if occasional updates are allowed, maybe options shift.
Be respectful. No spam.