ADM-201 · Question #245
Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should th
The correct answer is A. Use validation rules. B. Configure Opportunity Path. D. Mark fields required on the page layout. To ensure sales reps complete key fields and manage stage progression effectively, administrators should use validation rules, mark key fields as required on page layouts, and configure Opportunity Path with guidance for each stage.
Question
Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should the administrator use to address this need? Choose 3 answers
Options
- AUse validation rules.
- BConfigure Opportunity Path.
- CEnable guided selling.
- DMark fields required on the page layout
- EUse Flow to mark fields required.
How the community answered
(47 responses)- A74% (35)
- C9% (4)
- E17% (8)
Why each option
To ensure sales reps complete key fields and manage stage progression effectively, administrators should use validation rules, mark key fields as required on page layouts, and configure Opportunity Path with guidance for each stage.
Validation rules can prevent reps from saving an opportunity or moving to a new stage if critical fields are not populated, providing specific error messages and enforcing data quality standards.
Opportunity Path allows administrators to define key fields for each stage, display relevant guidance for success, and visually highlight required fields, effectively guiding reps through the sales process.
'Enable guided selling' is a broad concept rather than a specific, distinct declarative Salesforce feature that directly addresses the granular needs of missing key fields and stage progression in the way validation rules and Opportunity Path do.
Marking fields as required on the page layout ensures that users must enter a value into those fields before they can save the record, preventing reps from missing essential information at any stage.
Using a Flow to 'mark fields required' is not a standard or efficient way to enforce field requirements; field requirements are typically enforced declaratively via page layouts or validation rules.
Concept tested: Data quality and sales process guidance
Source: https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5
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