Universal Containers has a custom picklist called Support Level On the Account object. They would like to 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 Account object using the ISPICKVAL function.
B.
Create a Lookup Relationship on the Case object.
C.
Create a roll-up summary field using Support Level on the Account object.
D.
Create a formula field on the Case object using the TEXT function.
The correct answer is D. Universal Containers wants the real-time value of the Account’s Support Level picklist to appear on related Case records. The best declarative solution is a cross-object formula field on Case that references the related Account field.
Because Support Level is a picklist, the formula should use the TEXT() function to return the picklist value as text. Salesforce documentation states that cross-object formulas can reference fields from related objects, and Salesforce’s TEXT function supports picklist values in formulas.
Example formula concept:
TEXT(Account.Support_Level__c)
Why others are incorrect:
A is incorrect because the formula must be on Case, not Account.
B is incorrect because Case already relates to Account; a new lookup alone does not display the value.
C is incorrect because roll-up summary fields summarize child records; they do not copy/display a parent picklist value on child Case records.
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