Cloud Kicks wants users to only be able to choose the opportunity stage Closed Won if the Lead source has been selected. How should a Platform Administrator accomplish this goal?

The correct answer is C. Configure a validation rule requiring Lead source when the stage is set to Closed Won. A Validation Rule is the correct approach. The rule would check: IF Stage = 'Closed Won' AND Lead Source is blank, THEN display an error. This prevents saving the record until Lead Source is populated when the stage is Closed Won. Making Lead Source a dependent picklist on…

Submitted by kev92· Apr 18, 2026Object Manager and Lightning App Builder

Question

Cloud Kicks wants users to only be able to choose the opportunity stage Closed Won if the Lead source has been selected. How should a Platform Administrator accomplish this goal?

Options

AMake Lead source a dependent picklist to the Opportunity Stage field.
BChange the Opportunity Stage field to Read Only on the page layout.
CConfigure a validation rule requiring Lead source when the stage is set to Closed Won.
DMake the opportunity stage a dependent picklist to the Lead source.

How the community answered

(43 responses)

A
7% (3)
B
2% (1)
C
77% (33)
D
14% (6)

Explanation

A Validation Rule is the correct approach. The rule would check: IF Stage = 'Closed Won' AND Lead Source is blank, THEN display an error. This prevents saving the record until Lead Source is populated when the stage is Closed Won. Making Lead Source a dependent picklist on Stage (A) controls which Lead Source values are available, not whether it is required. Making Stage read-only (B) would prevent users from changing it at all. Making Stage dependent on Lead Source (D) would control Stage values based on Lead Source, which is the reverse of the requirement.

Topics

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

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