CRT-101 · Question #163
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 C. Path Key fields. Path Key Fields allow administrators to highlight up to five important fields for each stage of a Path (e.g., Opportunity Stages). When a rep moves an Opportunity to a given stage, the Path surfaces those key fields prominently, prompting reps to fill in stage-relevant data…
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
- AOpportunity Processes
- BDynamic Forms
- CPath Key fields
- DWorkflow Rules
How the community answered
(45 responses)- A9% (4)
- B2% (1)
- C84% (38)
- D4% (2)
Explanation
Path Key Fields allow administrators to highlight up to five important fields for each stage of a Path (e.g., Opportunity Stages). When a rep moves an Opportunity to a given stage, the Path surfaces those key fields prominently, prompting reps to fill in stage-relevant data. This directly addresses the sales managers' need to surface important values based on the stage of the Opportunity. Dynamic Forms (B) control field layout but are not stage-aware in the same targeted way, and Workflow Rules (D) automate actions rather than surface information.
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