CRT-101 · Question #194
Sales reps miss key fields when filling out on opportunity record through the process. Reps need to move forward Win unable to enter previous stage. Which three options should the administrator use…
The correct answer is B. Use Validation Rules. C. Configure Opportunity Path. D. Use Flow to mark fields required. Requiring key fields at specific opportunity stages while preventing backward movement is best addressed with a combination of Validation Rules, Opportunity Path, and Flow-driven required fields.
Question
Sales reps miss key fields when filling out on opportunity record through the process. Reps need to move forward Win unable to enter previous stage. Which three options should the administrator use to address this need? Choose Three answers
Options
- AEnable guided selling.
- BUse Validation Rules.
- CConfigure Opportunity Path.
- DUse Flow to mark fields required.
- EMark fields required on the page layout.
How the community answered
(40 responses)- A8% (3)
- B78% (31)
- E15% (6)
Why each option
Requiring key fields at specific opportunity stages while preventing backward movement is best addressed with a combination of Validation Rules, Opportunity Path, and Flow-driven required fields.
Guided selling is a feature that filters product selection in opportunity line items and does not enforce required field entry at specific opportunity stages.
Validation rules can enforce that specific fields are populated before an opportunity can advance to the next stage, blocking the save with a clear error message when required data is missing.
Opportunity Path provides a visual stage-by-stage guide with key fields and coaching text at each stage, helping reps understand what data is needed as they progress through the sales cycle.
Flow can dynamically mark fields as required based on the current opportunity stage, ensuring data entry is enforced only when contextually relevant rather than unconditionally on every save.
Marking fields required on the page layout enforces them on every single save regardless of stage, which is overly restrictive and does not fulfill stage-specific requirements.
Concept tested: Opportunity stage-specific required field enforcement
Source: https://help.salesforce.com/s/articleView?id=sf.sales_path_overview.htm&type=5
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