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Question 157 - Certified Administrator discussion

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Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity.

Which tool should an administrator use to meet the requirement?

A.
Dynamic forms
Answers
A.
Dynamic forms
B.
Path key fields
Answers
B.
Path key fields
C.
Opportunity processes
Answers
C.
Opportunity processes
D.
Workflow rules
Answers
D.
Workflow rules
Suggested answer: B

Explanation:

To surface important values based on the stage of the opportunity, the administrator should use path key fields that display fields relevant to each stage along with guidance for success. Path key fields can be customized for each stage and can help users focus on key information and actions as they move opportunities through the sales process. Dynamic forms, opportunity processes, and workflow rules are not designed to show values based on stages.

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

asked 23/09/2024
Ian Schraier
35 questions
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