Displaying Account Primary Segment Field on Opportunities

Correct Answer: D

You can create a formula field on the opportunity so every change in the account field will be visible on the opportunity.

Formula fields are real-time and will reflect the changes right away.

Formulas can help you to automatically calculate the value of a field based on other fields.Because formula fields are automatically calculated, they are read-only on record detail pages and do not update last modified date fields.

Formula fields are not visible on edit pages.

Option A is incorrect because the process builder doesn't work real-time and will not reflect the changes right away.

Option B is incorrect because the validation rule doesn't have the option to do any field update.

Option C doesn't have a way to show that the value of the field will be updated.

Creating a field only doesn't help.

Reference:

The correct answer to this question is C: "Add the account primary segment field through the opportunity page layout."

Explanation: Sales Ops has requested to display the account primary segment field on all opportunities. This means that the account primary segment field needs to be visible on the opportunity page, so the Salesforce Admin should add it to the opportunity page layout.

Here are the steps to achieve this:

1. Go to Setup in Salesforce.
2. In the left-hand menu, under the Build section, click on Object Manager.
3. Click on the Opportunity object.
4. Under the Page Layouts section, click on the Page Layout where you want to add the account primary segment field.
5. In the Palette (left-hand side), find the Account Primary Segment field and drag it to the desired location on the page layout.
6. Save the changes.

Now, when users view an opportunity, they will see the account primary segment field on the opportunity page layout.

Let's go over the other answer choices and why they are incorrect:

A. Create a Process Builder that will update all opportunities with the account primary segment - This answer is incorrect because it suggests updating all opportunities with the account primary segment, which is not what Sales Ops has requested. Also, Process Builders are typically used for automating business processes, not displaying fields on page layouts.

B. Create a validation rule that will reference the account primary segment - This answer is incorrect because a validation rule does not display fields on page layouts. Validation rules are used to prevent users from saving records with incorrect data.

D. Create a formula field on the opportunities that will reference the account primary segment - This answer is incorrect because a formula field is used to calculate values based on other fields, not to display a field on a page layout. Additionally, Sales Ops has requested to display the account primary segment field, not a formula based on it.