QuestionQ197

Workflow/Process Automation

At Cloud Kicks, once an opportunity enters the negotiation stage, the Amount field must be required for sales users. Sales managers must be able to move opportunities to this stage even when they do not know the amount.

How should the administrator require this field at the negotiation stage for sales users while allowing their managers to make changes?

  • A Create a formula field to fill in the field for managers.
  • B Configure a validation rule to meet the criteria.
  • C Assign the Administrator profile to the managers.
  • D Make the field required for all users.
Explanation

A validation rule can prevent saving an opportunity when its stage is Negotiation and Amount is blank. The rule can exclude sales managers, preferably by checking a custom permission assigned to them through a permission set. Salesforce validation rules support conditional required-field enforcement and can reference custom permissions in their error-condition formulas.

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