ADM-201 Question #81: Real Exam Question with Answer & Explanation

Question

At Universal Containers, if an account is consistently late or defaults on payments, users should be prevented from creating new opportunities for that account. The administrator has created a custom checkbox called Account_Credit_Alert__c on the Account object. What should the administrator do to prevent new Opportunities from being created if the Account_Credit_Alert__c checkbox is checked?

Options

• ACreate a validation rule on Opportunities.
• BCreate a cross-object formula on Accounts.
• CCreate a Process Builder and a field update on Opportunities.
• DCreate a criteria-based sharing rule on Accounts.

Explanation

To prevent users from creating new Opportunities for accounts marked with Account_Credit_Alert__c, an administrator should create a validation rule on the Opportunity object.

Common mistakes.

• B. A cross-object formula field on Accounts can display information from related records or calculate values but cannot prevent the creation of new related Opportunity records.
• C. Process Builder or Flow can automate actions and updates but is not designed to directly prevent a record from being saved at the point of creation due to a violation; validation rules are specifically for this purpose.
• D. A criteria-based sharing rule controls record visibility and access, not the ability to create new related records.

Concept tested. Using cross-object validation rules to prevent record creation

Reference. https://help.salesforce.com/s/articleView?id=sf.validation_rules_example_cross_object.htm&type=5

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