QuestionQ204

Workflow/Process Automation

AW Computing must capture a loss reason in a rich-text field whenever an opportunity is closed lost.

How should an administrator configure this requirement?

  • A Create a validation rule to display an error if stage is closed lost and Loss Reason is blank.
  • B Configure a workflow rule to display an error if Loss Reason is blank.
  • C Select the required checkbox next to the Loss Reason field on the page layout
  • D Check the required checkbox on the Loss Reason field in Object Manager.
Explanation

A validation rule can require a field conditionally by evaluating whether the Opportunity Stage is Closed Lost and whether the Loss Reason field is blank. When that formula evaluates to true, Salesforce blocks the save and displays an error. Page-layout and field-level required settings apply more broadly, rather than only for the Closed Lost stage.

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