Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should…

Question

Options

• AMark fields required on the page layout.
• BUse Flow to mark fields required.
• CConfigure Opportunity Path.
• DUse validation rules.
• EEnable guided selling.

• A
  73% (33)
• B
  11% (5)
• E
  16% (7)

Explanation

Three complementary tools address this scenario. (A) Marking fields required on the page layout forces reps to fill them in before saving-the simplest enforcement layer. (C) Configuring Opportunity Path surfaces key fields with guidance and tips at each stage, giving reps clear visibility into what information is needed as they progress. (D) Validation rules can block stage advancement if required fields are empty, acting as a hard gate. Together, these three create a guided and enforced data-entry experience. Option B is incorrect because Flow can require fields, but that is redundant and more complex than page layout requirements for this use case. Option E (guided selling) applies to product/price book selection, not stage-based field completion.

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