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Question 132 - Certified Sales Cloud Consultant discussion

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Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stages often lack key information that sales managers at each stage because sales reps have yet to enter the data.

What should the consultant recommend so opportunity stage reports always contain the data managers expect?

A.
Configure Path by checking the key field required checkbox.
Answers
A.
Configure Path by checking the key field required checkbox.
B.
Create an Auto launched flow to determine if required fields are missing.
Answers
B.
Create an Auto launched flow to determine if required fields are missing.
C.
Customize path and create validate rules dependent on stages.
Answers
C.
Customize path and create validate rules dependent on stages.
D.
Mark the fields as required on the page layout.
Answers
D.
Mark the fields as required on the page layout.
Suggested answer: A

Explanation:

Configuring Path by checking the key field required checkbox can ensure that opportunity stage reports always contain the data managers expect, as it makes certain fields mandatory for users to fill in before they can move an opportunity to a specific stage. Path is a feature that guides users through a set of stages for a particular business process, such as opportunity sales stages. Users can see key fields and guidance for each stage, and update them as they progress along the path. Marking fields as required on the page layout can also ensure that opportunity stage reports always contain the data managers expect, as it prevents users from saving an opportunity record without entering values for those fields. Page layouts control how fields, related lists, and other components are arranged on a record detail or edit page.

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asked 23/09/2024
Anne Grethe Knutsen
30 questions
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