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CRT-101 · Question #183

The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past. What should an administrator configure to meet this requirement?

The correct answer is B. Validation Rule. A Validation Rule enforces data integrity at save time by evaluating a formula and blocking the save if conditions are not met, which is the correct tool for preventing past close dates on opportunities.

Object Manager and Lightning App Builder

Question

The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past. What should an administrator configure to meet this requirement?

Options

  • AAssignment Rule
  • BValidation Rule
  • CField-Level Security
  • DApproval Process

How the community answered

(42 responses)
  • A
    12% (5)
  • B
    79% (33)
  • C
    7% (3)
  • D
    2% (1)

Why each option

A Validation Rule enforces data integrity at save time by evaluating a formula and blocking the save if conditions are not met, which is the correct tool for preventing past close dates on opportunities.

AAssignment Rule

Assignment Rules route records to users or queues based on criteria and do not validate or restrict the values entered in record fields.

BValidation RuleCorrect

A Validation Rule using a formula such as CloseDate < TODAY() will evaluate the Opportunity Close Date field when a user saves the record and display an error message if the date is in the past. This prevents the record from saving until the user enters a valid future date. Validation Rules are the standard Salesforce mechanism for enforcing business-specific field value constraints.

CField-Level Security

Field-Level Security controls whether users can see or edit a field at all, but it cannot restrict specific values entered into that field.

DApproval Process

Approval Process manages a multi-step review and approval workflow for records and cannot enforce field-level data constraints at save time.

Concept tested: Validation Rule formula to restrict field values

Source: https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_validation_rules.htm

Topics

#Validation Rule#Opportunity Object#Data Entry Control#Salesforce Administration

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