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CRT-211 · Question #208

The director of sales wants to make sure that every opportunity has either a sales engineer or an account executive assigned to the deal. How should the administrator meet this requirement?

The correct answer is A. Write a validation rule that checks if the fields are blank and require that one of them of completed. A validation rule can enforce data quality by preventing users from saving records that do not meet certain criteria. In this case, the validation rule can check if both the Sales Engineer and the Account Executive lookup fields are blank, and display an error message if so…

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Question

The director of sales wants to make sure that every opportunity has either a sales engineer or an account executive assigned to the deal. How should the administrator meet this requirement?

Options

  • AWrite a validation rule that checks if the fields are blank and require that one of them of completed
  • BCreate a different record type for deals with Sales Engineers and deals with Account Executives to
  • CRequire the Sales Engineer and the Account Executive lookup fields on the page layout.
  • DAssign a task to the owner if an opportunity is created without one of these fields filled out.

How the community answered

(33 responses)
  • A
    76% (25)
  • B
    6% (2)
  • C
    3% (1)
  • D
    15% (5)

Explanation

A validation rule can enforce data quality by preventing users from saving records that do not meet certain criteria. In this case, the validation rule can check if both the Sales Engineer and the Account Executive lookup fields are blank, and display an error message if so. This way, the director of sales can ensure that every opportunity has either a sales engineer or an account executive assigned to the deal.

Topics

#validation rules#opportunity fields#conditional requirements#page layout

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