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Question 176 - Certified Advanced Administrator (CRT-211) discussion

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Northern Trail Outfitters requires the sales user to input a use case before moving the opportunity stage to qualified. A consultant has reviewed the business requirement and ran a report to check the state of data completion. When pulling a report for opportunities in the qualified stage or beyond, it appears that only 30% of records have a use case filled out with varying text strings.

What should the administrator recommend?

A.
Write a record-triggered flow that populates the Use Case field when an opportunity is closed.
Answers
A.
Write a record-triggered flow that populates the Use Case field when an opportunity is closed.
B.
Create a validation rule and add the Use Case field to the Stage Guidance in Path.
Answers
B.
Create a validation rule and add the Use Case field to the Stage Guidance in Path.
C.
Make the Use Case field required on the master Opportunity layout.
Answers
C.
Make the Use Case field required on the master Opportunity layout.
D.
Use a quick action with the Use Case field in the layout, and add it as a Lightning component.
Answers
D.
Use a quick action with the Use Case field in the layout, and add it as a Lightning component.
Suggested answer: B

Explanation:

A validation rule and a stage guidance in Path are two features that can help ensure that users input a use case before moving the opportunity stage to qualified.

A validation rule is a formula that validates the data entered by users and prevents records from being saved if they do not meet certain criteria. In this case, a validation rule can be used to check if the Use Case field is blank when the Stage field is changed to Qualified, and display an error message if so.

A stage guidance in Path is a feature that displays helpful information or tips for each stage of a sales process on an opportunity record page. In this case, adding the Use Case field to the stage guidance in Path can remind users to fill out this field before moving to the next stage.

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asked 23/09/2024
Aparecido da Silva Lemos
25 questions
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