Cloud Kicks wants users to only be able to choose Opportunity stage closed won if the Lead source has been selected. How should the administrator accomplish this goal?

The correct answer is B. Configure a validation rule requiring Lead Source when the stage is set to closed won. A validation rule with the logic ISPICKVAL(StageName, 'Closed Won') && ISBLANK(LeadSource) will block the save and display an error message if a user tries to set Stage to 'Closed Won' without selecting a Lead Source. This directly enforces the business rule at save time…

Object Manager and Lightning App Builder

Question

Options

AMake Lead Source a dependent picklist to the Opportunity stage field.
BConfigure a validation rule requiring Lead Source when the stage is set to closed won.
CChange the Opportunity stage field to read only on the page layout.
DModify the Opportunity stage a dependent picklist to the Lead source field.

How the community answered

(33 responses)

A
12% (4)
B
79% (26)
C
6% (2)
D
3% (1)

Explanation

A validation rule with the logic ISPICKVAL(StageName, 'Closed Won') && ISBLANK(LeadSource) will block the save and display an error message if a user tries to set Stage to 'Closed Won' without selecting a Lead Source. This directly enforces the business rule at save time. Option A reverses the dependent/controlling relationship-it would filter which Lead Source values are available based on Stage, but would not prevent saving with no Lead Source selected. Option D (Stage dependent on Lead Source) restricts which stages appear based on the lead source chosen, which is the opposite of what is needed. Option C (read-only Stage) would prevent anyone from setting the stage at all.

Topics

#Validation Rules#Data Validation#Opportunity Management#Conditional Logic

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