QuestionQ332

Workflow/Process Automation

The marketing director at Northern Trail Outfitters has requested that the Budget field be populated before the Lead Status field can be marked as qualified.

Which tool should the administrator use to meet this request?

  • A Lead Conversion
  • B Workflow Rule
  • C Require Field
  • D Validation Rule
Explanation

A validation rule can prevent a lead from being saved when Lead Status is Qualified and Budget is blank. This conditionally enforces the Budget requirement without requiring the field for leads in other statuses.

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