ADM-201 · Question #292
The marketing director at Northern Trail Outfitters has requested that the Budget field is populated in order for the Lead Status field to be marked as qualified. What tool should the administrator…
The correct answer is B. Validation Rule. To enforce that the Budget field must be populated before a Lead Status can be marked as 'qualified', an administrator should implement a Validation Rule.
Question
The marketing director at Northern Trail Outfitters has requested that the Budget field is populated in order for the Lead Status field to be marked as qualified. What tool should the administrator use to fulfill this request?
Options
- AWorkflow Rule
- BValidation Rule
- CRequire Field
- DLead Conversion
How the community answered
(43 responses)- A12% (5)
- B77% (33)
- C5% (2)
- D7% (3)
Why each option
To enforce that the Budget field must be populated before a Lead Status can be marked as 'qualified', an administrator should implement a Validation Rule.
Workflow Rules automate actions based on criteria but do not prevent a record from being saved if conditions are not met; they are also being phased out in favor of Flow.
A Validation Rule prevents users from saving a record that fails to meet specified criteria, such as requiring a field to be populated when another field's value changes to 'qualified', thus enforcing data quality and business logic.
'Require Field' is a universal setting on a field definition, not a conditional requirement based on the value of another field.
Lead Conversion is a process to transform a Lead into an Account, Contact, and Opportunity, not a tool for enforcing conditional data entry requirements on the Lead record itself.
Concept tested: Data validation and quality
Source: https://help.salesforce.com/s/articleView?id=sf.customize_validations.htm&type=5
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