QuestionQ93

Data Management

Cloud Kicks (CK) tracks whether an opportunity requires review by someone in product engineering using a checkbox field named Needs Review. CK also uses a Product Type picklist field on the opportunity. When a sales rep saves an opportunity, they must select a Product Type or select the Needs Review checkbox.

What should an administrator use to achieve this?

  • A Validation rule
  • B Workflow rule
  • C Required fields
  • D Before Save flow
Explanation

A validation rule can evaluate the Product Type picklist and the Needs Review checkbox together, and prevent the opportunity from being saved when Product Type is blank and Needs Review is not selected. This enforces the required either/or condition at save time.

Learn more

Community Discussion

No comments yet. Be the first to start the discussion!