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Question 171 - Certified Administrator discussion

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Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes required for sales users. Sales managers need to be able to move opportunities inti this stage without knowing the amount.

How should the administrator require this field during the negotiation stage for sales users but allow

their managers to make changes?

A.
Make the field required for all users.
Answers
A.
Make the field required for all users.
B.
Create to formula field to fill in the field for managers.
Answers
B.
Create to formula field to fill in the field for managers.
C.
Assign the administrator profile to the managers.
Answers
C.
Assign the administrator profile to the managers.
D.
Configure a validation rule to meet the criteria.
Answers
D.
Configure a validation rule to meet the criteria.
Suggested answer: D

Explanation:

To require the Amount field during the negotiation stage for sales users but allow their managers to make changes, the administrator should configure a validation rule that checks if the user profile is not a sales manager, the stage is negotiation, and the amount is blank. This will prevent sales users from saving the record without entering an amount, but allow sales managers to do so. Making the field required for all users will not meet the requirement. Creating a formula field or assigning the administrator profile to the managers will not affect field requirement.

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

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asked 23/09/2024
PATRICK ADUSEI
45 questions
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