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Question 136 - Certified User Experience Designer discussion

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Cloud Kicks wants to use Paths for onboarding its sales representatives.

Which Path feature should be used to add onboarding value?

A.
Integrated buttons to automate approvals
Answers
A.
Integrated buttons to automate approvals
B.
Actions and recommendations component
Answers
B.
Actions and recommendations component
C.
A Key fields to complete before next Path stage
Answers
C.
A Key fields to complete before next Path stage
Suggested answer: C

Explanation:

The Path feature that should be used to add onboarding value for the sales representatives is theKey fieldscomponent. The Key fields component allows the admin to specify up to five fields that are important or required for each stage of the Path. The sales reps can see and edit these fields directly from the Path, without scrolling through the record page. This helps to guide the reps on what information they need to gather or update at each stage, and ensures data quality and completeness. The Key fields component can also be used to enforce validation rules or required fields, by preventing the reps from moving to the next stage until they fill out the necessary fields.Reference:

:Set Up a Path

:Considerations and Guidelines for Creating Paths

:Optimize Sales Processes with Path in Salesforce

asked 23/09/2024
Mark Josef Delos Santos
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