Learn how to enhance the Opportunity page layout in Salesforce to improve efficiency and collaboration. Discover the best solutions, including using Path components and marking stage-dependent fields as required.
Table of Contents
Question
Universal Containers wants some enhancements on its Opportunity page layout to improve efficiency and collaboration.
Which two solutions should an app builder suggest to help meet these requirements? (Choose two.)
A. Use two Tabs components to separate record information from activities.
B. Mark stage dependent fields as required on the Opportunity page layout.
C. Add a Path component with fields and instructions aligning to stages on the Opportunity.
D. Set up an approval process requiring manager consent at each stage of the Opportunity.
Answer
B. Mark stage dependent fields as required on the Opportunity page layout.
C. Add a Path component with fields and instructions aligning to stages on the Opportunity.
Explanation
Marking stage-dependent fields as required ensures that users enter critical information at each stage of the Opportunity, preventing them from progressing without completing necessary details. This enhances data quality and ensures that all essential information is captured.
Adding a Path component to the Opportunity page layout provides a visual representation of the sales process, guiding users through each stage. By including relevant fields and instructions for each stage within the Path component, users can easily understand what information is required and what actions to take, improving efficiency and consistency.
Using Tabs components to separate record information from activities (Option A) can help organize the page layout but does not directly address efficiency and collaboration requirements.
Setting up an approval process requiring manager consent at each stage (Option D) can be useful for certain scenarios but may introduce unnecessary delays and hinder efficiency in the sales process.
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