Salesforce Exam Advanced Administrator Topic 5 Question 86 Discussion

Actual exam question for Salesforce's Advanced Administrator exam

Question #: 86
Topic #: 5

Northern Trail Outfitters requires the sales user to input a use case before moving the opportunity stage to qualified. A consultant has reviewed the business requirement and ran a report to check the state of data completion. When pulling a report for opportunities in the qualified stage or beyond, it appears that only 30% of records have a use case filled out with varying text strings.

What should the administrator recommend?

AWrite a record-triggered flow that populates the Use Case field when an opportunity is closed.

BCreate a validation rule and add the Use Case field to the Stage Guidance in Path.

CMake the Use Case field required on the master Opportunity layout.

DUse a quick action with the Use Case field in the layout, and add it as a Lightning component.

Show Suggested Answer

Suggested Answer: D

A roll-up summary field is a type of field that calculates values from related records and displays them on the parent record. A roll-up summary field can be used to count, sum, min, or max values from child records. You can create a roll-up summary field on an object that has a master-detail relationship with another object. In this case, you can create a roll-up summary field on Room that counts the number of Equipment records related to it. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_types.htm&type=5

by Johnetta at Jun 03, 2024, 04:15 PM

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Julio

12 days ago

I prefer option D. Using a quick action with the Use Case field as a Lightning component will make it easier for sales users to input the information quickly.

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Howard

14 days ago

I agree with Albert. Option B will provide guidance to the sales users and ensure that the Use Case field is filled out before moving the opportunity stage.

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Albert

21 days ago

I think option B is the best choice. Adding the Use Case field to the Stage Guidance in Path will remind sales users to input the information.

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