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Question 23 - Certified Advanced Administrator (CRT-211) discussion

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The director of sales wants to make sure that every opportunity has either a sales engineer or an account executive assigned to the deal.

How should the administrator meet this requirement?

A.
Write a validation rule that checks if the fields are blank and require that one of them of completed in order to save the opportunity.
Answers
A.
Write a validation rule that checks if the fields are blank and require that one of them of completed in order to save the opportunity.
B.
Create a different record type for deals with Sales Engineers and deals with Account Executives to capture one or the other.
Answers
B.
Create a different record type for deals with Sales Engineers and deals with Account Executives to capture one or the other.
C.
Require the Sales Engineer and the Account Executive lookup fields on the page layout.
Answers
C.
Require the Sales Engineer and the Account Executive lookup fields on the page layout.
D.
Assign a task to the owner if an opportunity is created without one of these fields filled out.
Answers
D.
Assign a task to the owner if an opportunity is created without one of these fields filled out.
Suggested answer: A

Explanation:

A validation rule can enforce data quality by preventing users from saving records that do not meet certain criteria. In this case, the validation rule can check if both the Sales Engineer and the Account Executive lookup fields are blank, and display an error message if so. This way, the director of sales can ensure that every opportunity has either a sales engineer or an account executive assigned to the deal.

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

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asked 23/09/2024
M Kumar
40 questions
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