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Question 240 - Certified Administrator discussion

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Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for Product Type. When a sales rep saves an opportunity, they need to select the Product Type or check the Needs Review box.

What should an administrator use to accomplish this?

A.
Before Save flow
Answers
A.
Before Save flow
B.
Validation rule
Answers
B.
Validation rule
C.
Workflow rule
Answers
C.
Workflow rule
D.
Required fields
Answers
D.
Required fields
Suggested answer: B

Explanation:

A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can require users to select a product type or check a needs review box when saving an opportunity by using an OR function that evaluates both fields. If neither field is populated, then the validation rule will prevent users from saving records with an error message.

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

asked 23/09/2024
Alberto Castillo
35 questions
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