Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity? Which tool should a Platform Administrator use to meet this requirement?

The correct answer is B. Path Key Fields. Path Key Fields is the Salesforce feature specifically designed to surface important field values at each stage of a record's lifecycle. When configuring a Path on the Opportunity object, administrators can designate up to five Key Fields per stage that appear in a highlighted…

Submitted by katya_ua· Apr 18, 2026Sales and Marketing Applications

Question

Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity? Which tool should a Platform Administrator use to meet this requirement?

Options

AWorkflow Rules
BPath Key Fields
COpportunity Processes
DDynamic Forms

How the community answered

(45 responses)

A
13% (6)
B
76% (34)
C
7% (3)
D
4% (2)

Explanation

Path Key Fields is the Salesforce feature specifically designed to surface important field values at each stage of a record's lifecycle. When configuring a Path on the Opportunity object, administrators can designate up to five Key Fields per stage that appear in a highlighted section, giving sales managers and reps immediate visibility into the most relevant data at that point in the process. Option A (Workflow Rules) triggers automation but does not surface field values contextually by stage. Option C (Opportunity Processes) defines available stage picklist values but does not highlight key fields. Option D (Dynamic Forms) shows or hides fields on a Lightning record page but is not stage-context-aware in the same dedicated way as Path Key Fields.

Topics

#Salesforce Path#Opportunity Stages#Key Fields#Sales Process Guidance

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