ADM-201 · Question #350
Once an opportunity reaches the negotiation stage at Cloud Kicks, the Amount field becomes required for sales users. Sales managers need to be able to move opportunities into this stage without…
The correct answer is C. Configure a validation rule to meet the criteria. To conditionally require the Amount field for sales users at the negotiation stage but allow managers to bypass it, an administrator should configure a validation rule.
Question
Once an opportunity reaches the negotiation stage at Cloud Kicks, the Amount field becomes required for sales users. Sales managers need to be able to move opportunities into this stage without knowing the amount. How should the administrator require this field during the negotiation stage for sales users but allow their managers to make changes?
Options
- AAssign the Administrator profile to the managers.
- BMake the field required for all users.
- CConfigure a validation rule to meet the criteria.
- DCreate a formula field to fill in the field for managers.
How the community answered
(58 responses)- A9% (5)
- B2% (1)
- C84% (49)
- D5% (3)
Why each option
To conditionally require the Amount field for sales users at the negotiation stage but allow managers to bypass it, an administrator should configure a validation rule.
Assigning the Administrator profile grants broad permissions and is an insecure and inappropriate solution for a specific field requirement.
Making the field universally required would force managers to enter the amount, which contradicts the requirement to allow them to move opportunities without it.
A validation rule can be configured to check both the Opportunity Stage and the user's profile (or a custom permission) to conditionally require the Amount field for sales users when the stage is 'Negotiation', while allowing managers to bypass this requirement by excluding their profile from the rule's conditions.
A formula field is a read-only field that derives its value from other fields and cannot be used to input data or to bypass a required field enforcement.
Concept tested: Conditional field requirement with validation rules
Source: https://help.salesforce.com/s/articleView?id=sf.fields_validation_rules.htm&type=5
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