Cross Object Formulas: A Guide for Salesforce Administrators

A.

The answer is: A. True.

A cross-object formula is a formula field that references fields from a parent object in a related list. It allows you to display data from a related object on a record, without having to create a lookup relationship between the two objects.

To create a cross-object formula, you need to first create a formula field on the child object, and then reference fields from the parent object using the dot notation. For example, if you have a custom object called "Invoice" with a lookup relationship to the "Account" object, you can create a cross-object formula on the "Invoice" object to display the account name on the invoice record by referencing the "Account" object's name field:

Account.Name

You can also use cross-object formulas to perform calculations across related objects, such as calculating the total amount of all related invoices on an account record.

It's important to note that in order to reference fields from a parent object in a cross-object formula, there must be a relationship between the two objects. This can be a lookup relationship, master-detail relationship, or a custom relationship using a junction object.

In summary, cross-object formulas allow you to display and calculate data from a parent object on a child object record by referencing fields using dot notation. They are a powerful tool for customizing the user experience in Salesforce and can be used in a variety of scenarios.