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Salesforce

CRT-101 · Question #1

Sales reps at Northern Trail Outfitters have asked for a way to change the Probability field value of their Opportunities. What should an administrator suggest to meet this request?

The correct answer is D. Make the field editable on page layouts. The Probability field is a standard field on the Opportunity object that already exists in Salesforce. It is automatically populated based on the Stage picklist value, but it can also be manually edited by users. If sales reps cannot change it, the most likely cause is that the f

Object Manager and Lightning App Builder

Question

Sales reps at Northern Trail Outfitters have asked for a way to change the Probability field value of their Opportunities. What should an administrator suggest to meet this request?

Options

  • ADefine a new Stage picklist value.
  • BCreate a custom field on Opportunity.
  • CConfigure Forecasting support.
  • DMake the field editable on page layouts

How the community answered

(18 responses)
  • A
    6% (1)
  • B
    6% (1)
  • D
    89% (16)

Explanation

The Probability field is a standard field on the Opportunity object that already exists in Salesforce. It is automatically populated based on the Stage picklist value, but it can also be manually edited by users. If sales reps cannot change it, the most likely cause is that the field has been set to read-only on the page layout. The solution is to make the field editable on the page layout - no new fields or configurations are needed. Creating a new Stage value (A) would only indirectly affect Probability via automation. Creating a custom field (B) would duplicate existing functionality. Configuring Forecasting (C) is unrelated to manually editing the Probability field.

Topics

#Page Layouts#Field Editability#Opportunity Fields

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