ADM-201 · Question #238
Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for…
The correct answer is B. Validation rule. To ensure either the 'Product Type' picklist is selected or the 'Needs Review' checkbox is checked before an opportunity is saved, a validation rule should be used to enforce this conditional data entry.
Question
Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for Product Type. When a sales rep saves an opportunity, they need to select the Product Type or check the Needs Review box. What should an administrator use to accomplish this?
Options
- ABefore Save flow
- BValidation rule
- CWorkflow rule
- DRequired fields
How the community answered
(53 responses)- A2% (1)
- B89% (47)
- C6% (3)
- D4% (2)
Why each option
To ensure either the 'Product Type' picklist is selected or the 'Needs Review' checkbox is checked before an opportunity is saved, a validation rule should be used to enforce this conditional data entry.
A Before Save flow executes logic before a record is saved but is typically used for updating fields or performing other automation, not for preventing saves with a custom error message based on conditional input.
A validation rule evaluates conditions before a record is saved and prevents saving if the conditions are not met, displaying a custom error message, which is ideal for enforcing complex conditional logic like 'Field A OR Field B must be filled'.
Workflow rules can trigger actions but cannot prevent a record from being saved or display custom error messages to the user based on unmet conditions.
Marking fields as 'required' makes them mandatory unconditionally, which does not meet the requirement for conditional data entry where either one of two fields must be populated.
Concept tested: Conditional data validation
Source: https://help.salesforce.com/s/articleView?id=sf.validation_rules_example.htm&type=5
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