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PDI · Question #108

Universal Container wants Opportunities to no longer be editable when reaching the Clousd stage. How should a develoiper accomplish this?

The correct answer is D. Use a validation rule. To prevent Opportunities from being editable once they reach the 'Closed' stage, a developer should use a validation rule.

Submitted by zhang_li· Apr 18, 2026Logic and Process Automation

Question

Universal Container wants Opportunities to no longer be editable when reaching the Clousd stage. How should a develoiper accomplish this?

Options

  • AUse the Process Automation setting.
  • BMark fields as read-only on the page layout.
  • CUse flow Builder
  • DUse a validation rule.

How the community answered

(35 responses)
  • A
    3% (1)
  • B
    9% (3)
  • C
    14% (5)
  • D
    74% (26)

Why each option

To prevent Opportunities from being editable once they reach the 'Closed' stage, a developer should use a validation rule.

AUse the Process Automation setting.

Process Automation settings are a broad category, and while flows (part of process automation) *could* be used, a validation rule is the most direct and declarative way to prevent saves based on criteria.

BMark fields as read-only on the page layout.

Marking fields as read-only on the page layout is a static setting and does not dynamically change based on the Opportunity's stage.

CUse flow Builder

Flow Builder could potentially be used to achieve this, but it would likely be more complex than a simple validation rule for this specific requirement of preventing edits based on a field value; a validation rule is the most declarative and efficient solution here.

DUse a validation rule.Correct

A validation rule can be configured to prevent saving a record if specific criteria are met (e.g., StageName is 'Closed') and the record is being edited, effectively making it read-only for editing.

Concept tested: Salesforce declarative automation for record restrictions

Source: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&type=5

Topics

#Validation Rules#Declarative Automation#Conditional Logic#Data Integrity

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