ADM-201 · Question #336
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity. Which tool should an administrator use to meet this requirement?
The correct answer is A. Path Key Fields. To display important values specific to the current stage of an Opportunity, an administrator should utilize Path Key Fields.
Question
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity. Which tool should an administrator use to meet this requirement?
Options
- APath Key Fields
- BOpportunity Processes
- CDynamic Forms
- DWorkflow Rules
How the community answered
(15 responses)- A87% (13)
- B7% (1)
- D7% (1)
Why each option
To display important values specific to the current stage of an Opportunity, an administrator should utilize Path Key Fields.
Path Key Fields allow administrators to configure specific fields that are most relevant to each stage of a Path (like Opportunity Sales Stages) to be prominently displayed and easily updated, providing focused information at a glance.
Opportunity Processes (Sales Processes) define the picklist values available for the Stage field but do not directly surface important values based on the stage.
Dynamic Forms provide flexibility in arranging fields and sections on a Lightning record page, but they don't dynamically surface different key fields per stage in the same intuitive way as Path.
Workflow Rules automate actions based on criteria but are not designed for visually surfacing important fields relevant to a specific stage on a page layout.
Concept tested: Salesforce Path Key Fields
Source: https://help.salesforce.com/s/articleView?id=sf.path_fields_guidance_for_success.htm&type=5
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