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Question 94 - Certified Administrator discussion

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Sales reps miss key fields when filling out on opportunity record through the process. Reps need to move forward Win unable to enter previous stage.

Which three options should the administrator use to address this need?

Choose Three answers

A.
Enable guided selling.
Answers
A.
Enable guided selling.
B.
Use Validation Rules.
Answers
B.
Use Validation Rules.
C.
Configure Opportunity Path.
Answers
C.
Configure Opportunity Path.
D.
Use Flow to mark fields required.
Answers
D.
Use Flow to mark fields required.
E.
Mark fields required on the page layout.
Answers
E.
Mark fields required on the page layout.
Suggested answer: A, B, E

Explanation:

Guided selling, validation rules, and required fields on the page layout are three options that can be used to ensure sales reps fill out key fields when working on an opportunity through the process. Guided selling allows administrators to add prompts and guidance at each stage of the path to help reps move forward with confidence. Validation rules allow administrators to enforce data quality and business logic by preventing reps from saving records that do not meet certain criteria. Required fields on the page layout allow administrators to make certain fields mandatory for reps to enter before saving records. Configuring opportunity path can help reps visualize and update key fields at each stage, but it does not make them required or prevent them from moving forward without entering them. Using flow to mark fields required is not possible because flows cannot modify page layouts or field properties.

Reference: https://help.salesforce.com/s/articleView?id=sf.path_guided_selling.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_properties.htm&type=5

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asked 23/09/2024
Prakhar Sengar
33 questions
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