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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Glenn

1 months ago

Option D looks interesting, using a quick action with the Use Case field. That could make it more accessible for the sales team without cluttering the main layout. Might be worth a try.

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Ciara

3 days ago

I agree, having a quick action for the Use Case field sounds like a good solution. It would definitely streamline the process for the sales team.

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Myrtie

21 days ago

Option D looks interesting, using a quick action with the Use Case field. That could make it more accessible for the sales team without cluttering the main layout. Might be worth a try.

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Antonio

1 months ago

Haha, I can just imagine the sales team cursing at the screen when they try to move an opportunity to qualified and realize they have to fill out the Use Case field. That's gotta be a fun conversation with the admin.

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Catarina

1 months ago

I'm not sure about that. What if the sales users forget to fill it out? A validation rule or a flow might be a better approach to catch that automatically.

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Anjelica

10 days ago

B) Create a validation rule and add the Use Case field to the Stage Guidance in Path.

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Quentin

17 days ago

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

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Talia

2 months ago

Option C seems like the way to go. Making the Use Case field required on the Opportunity layout is a straightforward solution that will ensure the field is filled out before moving the opportunity to the qualified stage.

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Lavonne

20 days ago

Yeah, it's important to have that information filled out consistently for better tracking and reporting.

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Milly

29 days ago

I agree, that would definitely help improve data completion and accuracy.

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Olive

1 months ago

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Julio

2 months 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

2 months 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

2 months 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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