SF-Admin Configuration and Setup Practice Question
Cloud Kicks has a custom object Invoice__c with a lookup relationship to Account. The administrator needs to ensure that when an Invoice__c record is created, the Account's Shipping Address is copied into the Invoice's Billing Address fields. The administrator also wants to ensure that if the Account's Shipping Address changes later, the Invoice's Billing Address does not automatically update. What should the administrator do?
⚠ Common exam trap
The trap here is using a formula field to copy data, which dynamically updates and does not preserve the value at the time of creation.
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Create a record-triggered flow on Invoice__c that runs before save and sets the Billing Address fields from the Account's Shipping Address.
A before-save record-triggered flow copies the Account's Shipping Address into the Invoice's Billing Address fields at creation, storing the values. Because the values are stored, later changes to the Account do not affect the Invoice. Formula fields and workflow rules would either dynamically update or cause unwanted updates, so they are not suitable.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Create a formula field on Invoice__c that references Account.ShippingAddress.
Why it's wrong here
A formula field is calculated at runtime and always reflects the current value of the referenced field. If the Account's Shipping Address changes, the formula field on the Invoice would update automatically, which violates the requirement that the Invoice's Billing Address should not update. Formula fields cannot store historical values.
- ✗
Use a cross-object formula field on Invoice__c that displays the Account's Shipping Address.
Why it's wrong here
A cross-object formula field would always display the current value of the Account's Shipping Address. If the Account's address changes, the formula field would reflect the new address, violating the requirement that the Invoice's Billing Address should remain static after creation.
- ✗
Create a workflow rule on Account that updates related Invoice records when the Shipping Address changes.
Why it's wrong here
A workflow rule on Account that updates related Invoices would cause the Invoice's Billing Address to update whenever the Account's Shipping Address changes, which is the opposite of the requirement. The requirement is to prevent automatic updates after creation.
- ✓
Create a record-triggered flow on Invoice__c that runs before save and sets the Billing Address fields from the Account's Shipping Address.
Why this is correct
A before-save record-triggered flow can copy the Account's Shipping Address into the Invoice's Billing Address fields at creation. Because the values are stored in the Invoice record, subsequent changes to the Account's Shipping Address will not affect the Invoice's Billing Address, meeting the requirement.
About these practice questions
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Written and reviewed by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
Last reviewed September 2026 · checked against the official Salesforce exam blueprint
This SF-Admin practice question is part of Courseiva's free Salesforce certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the SF-Admin exam.