CRT-101 · Question #115
Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes required for sales users. Sales managers need to be able to move opportunities inti this stage without knowi
The correct answer is D. Configure a validation rule to meet the criteria.. A Validation Rule is the correct tool because it can enforce conditional logic based on multiple criteria simultaneously. The rule can be written to trigger an error only when: the Stage equals 'Negotiation' AND the Amount field is blank AND the running user's Profile is NOT 'Sal
Question
Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes required for sales users. Sales managers need to be able to move opportunities inti 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
- AMake the field required for all users.
- BCreate to formula field to fill in the field for managers.
- CAssign the administrator profile to the managers.
- DConfigure a validation rule to meet the criteria.
How the community answered
(45 responses)- A18% (8)
- B9% (4)
- C2% (1)
- D71% (32)
Explanation
A Validation Rule is the correct tool because it can enforce conditional logic based on multiple criteria simultaneously. The rule can be written to trigger an error only when: the Stage equals 'Negotiation' AND the Amount field is blank AND the running user's Profile is NOT 'Sales Manager'. This makes Amount required for sales users but exempts managers from the constraint. Option A (required field for all users) does not allow profile-based exceptions. Option B (formula field) computes values but cannot enforce data entry requirements. Option C (assigning the admin profile to managers) would grant far too many unnecessary system permissions and is not a best practice.
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