Salesforce CRT-101 Exam - Topic 2 Question 72 Discussion

Actual exam question for Salesforce's CRT-101 exam

Question #: 72
Topic #: 2

Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for Product Type. When a sales rep saves an opportunity, they need to select the Product Type or check the Needs Review box.

What should an administrator use to accomplish this?

ABefore Save flow

BValidation rule

CWorkflow rule

DRequired fields

Show Suggested Answer

Suggested Answer: B

A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can require users to select a product type or check a needs review box when saving an opportunity by using an OR function that evaluates both fields. If neither field is populated, then the validation rule will prevent users from saving records with an error message. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5

by Golda at May 10, 2024, 01:34 PM

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Nell

6 months ago

Before Save flow? That’s a new one for me!

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Jillian

6 months ago

Required fields might not cover both options effectively.

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Blair

7 months ago

Wait, can a Workflow rule even handle this? Seems off.

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Ardella

7 months ago

Totally agree, it enforces the requirement nicely!

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Kasandra

7 months ago

I think a Validation rule makes the most sense here.

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Darci

7 months ago

I feel like workflow rules are more for automating actions rather than enforcing field requirements, so I don’t think that’s the answer here.

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Janna

8 months ago

I practiced a similar question where we had to ensure certain fields were filled out, and I think a before save flow could also work, but I’m leaning towards validation rules.

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Edelmira

8 months ago

I'm not entirely sure, but I remember something about required fields not being able to work with checkboxes like this.

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Janessa

8 months ago

I think a validation rule might be the right choice here since it can enforce that at least one of the fields is filled out before saving.

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Shakira

8 months ago

Based on the requirement, I think a Validation rule would be the most appropriate solution. It can ensure the sales rep fills out either the Product Type or the Needs Review box before saving the opportunity.

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Erick

8 months ago

I'm a bit confused on the best approach here. Should I go with a Before Save flow, a Validation rule, or a Workflow rule? I'll need to review the details of each option carefully to decide.

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Titus

8 months ago

Hmm, I'm not sure if a Before Save flow is the right solution. A Validation rule might be simpler and more straightforward to implement for this requirement.

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Ora

8 months ago

I think a Before Save flow would be the best approach here. It can validate the required fields and ensure the sales rep selects either the Product Type or checks the Needs Review box before saving the opportunity.

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Linwood

8 months ago

I'm leaning towards a Workflow rule for this one. It can automatically set the Needs Review checkbox if the Product Type field is left blank, which could be a more efficient solution.

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Rosalind

8 months ago

This question seems straightforward, I think the answer is A - simple sequential flat files.

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Jolanda

8 months ago

Okay, I've got a strategy for this. I think the key is to focus on the personalization features that allow me to customize the grid display, like the display order and color of fields.

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Kristofer

2 years ago

I'm surprised they didn't include 'Sacrifice a goat to the Salesforce gods' as an option. That's the only way to guarantee it works, right?

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Chi

2 years ago

Option A, a Before Save flow, would be my pick. It gives you more flexibility to handle the logic and even trigger other actions if needed.

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Arthur

2 years ago

This is a tricky one, but I think C is the best choice. A workflow rule can automatically check the Needs Review box if Product Type is not selected.

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Harrison

2 years ago

I would go with D) Required fields to make sure that the Product Type is selected or the Needs Review box is checked before the opportunity can be saved.

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Harrison

2 years ago

I agree with you, B) Validation rule seems like the most logical choice to enforce the required fields before saving the opportunity.

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Harrison

2 years ago

I think B) Validation rule would be the best option to ensure that either the Product Type is selected or the Needs Review box is checked before saving.

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