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Question 206 - Certified Administrator discussion

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Ursa Major Solar has a path on Case. The company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from reverting the Case back to a previous status.

Which feature should an administrator use to fulfill this request?

A.
Predefined Field Values
Answers
A.
Predefined Field Values
B.
Global Value Picklists
Answers
B.
Global Value Picklists
C.
Dependent Picklists
Answers
C.
Dependent Picklists
D.
Validation Rules
Answers
D.
Validation Rules
Suggested answer: D

Explanation:

To require users to follow the status values as they are on the path and prevent them from reverting back to previous status values, the administrator should use validation rules that check if the status field value is changed from one value to another value that is not allowed by business logic. For example, if status values are New > In Progress > Closed, then a validation rule can check if status is changed from Closed to In Progress or New, and show an error message if true. Predefined Field Values, Global Value Picklists, and Dependent Picklists are not able to enforce status progression or prevent status reversion.

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

asked 23/09/2024
Marcel Wienhusen
43 questions
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