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Question 291 - Certified Platform App Builder discussion

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Universal Container's sales reps can modify fields on an opportunity until it is closed.

The sales operations team has access to modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields after the opportunity is closed. After the opportunity is closed, the rest of the fields are read only.

How should these requirements be met?

A.
Use record types with field sets and restrict editing fields using field-level security.
Answers
A.
Use record types with field sets and restrict editing fields using field-level security.
B.
Use field-level security on page layouts to restrict editing fields.
Answers
B.
Use field-level security on page layouts to restrict editing fields.
C.
Use field-level security on page layouts with record types to restrict editing fields,
Answers
C.
Use field-level security on page layouts with record types to restrict editing fields,
D.
Use field-level security to mark fields as read-only on the Sales profile.
Answers
D.
Use field-level security to mark fields as read-only on the Sales profile.
Suggested answer: C

Explanation:

To manage field editability based on the opportunity status:

C . Use field-level security on page layouts with record types to restrict editing fields. This combination allows for different layouts and editable fields based on the status of the record (e.g., closed or open).

Steps to implement:

Create or adjust record types for open and closed opportunities.

For each record type, create a specific page layout.

On the page layout for closed opportunities, set the majority of fields to read-only using field-level security, except for the 'Post-Close Follow-up Date' and 'Post-Close Follow-up Comments' fields.

Assign the appropriate page layouts to the respective record types.

Update profiles or permission sets to use these record types and page layouts accordingly.

This setup ensures that sales reps can modify fields only when the opportunity is open, and the sales operations team can edit specific fields after closure.

For more information on using record types and page layouts, check Salesforce's documentation on Record Types.

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asked 23/09/2024
Jaques Rautenbach
36 questions
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