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Question 266 - Certified Platform App Builder discussion

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DreamHouse Realty (DR) asks for some improvements in case management. They want to enforce process compliance so that cases are unable to be reverted to an earlier case status, and to ensure that certain fields are required when specific case criteria are met.

Which solution should an app builder implement to meet these requirements?

A.
Configure validation rules with help text.
Answers
A.
Configure validation rules with help text.
B.
Create dependent picklist fields and set them as required.
Answers
B.
Create dependent picklist fields and set them as required.
C.
Use an approval process to check field criteria are met.
Answers
C.
Use an approval process to check field criteria are met.
D.
Make the fields required on the page layout.
Answers
D.
Make the fields required on the page layout.
Suggested answer: A

Explanation:

To ensure process compliance where cases cannot revert to an earlier status and certain fields are required based on specific case criteria, the recommended solution is:

Configure validation rules with help text (A). Validation rules enforce data integrity and business processes by preventing users from saving records if certain conditions are not met. For instance, a validation rule can prevent the status of a case from being changed back to an earlier status and can conditionally require fields based on other field values on the case.

Dependent picklists (B) ensure field values depend on another field's value but do not enforce the inability to revert status. Approval processes (C) are used for step-by-step record approval and are not designed to prevent status reversion or conditionally require fields. Making fields required on the page layout (D) ensures they are always required when accessing the record through that layout but does not enforce conditional requirements based on other criteria.

Reference for creating validation rules in Salesforce:

Validation Rules: https://help.salesforce.com/articleView?id=sf.validation_rules.htm&type=5

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asked 23/09/2024
Bob Hanselman
37 questions
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