Universal Containers sales reps can modify fields on an Opportunity until it is closed. Only the Sales Operations team can modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields.
How can these requirements be met?
Universal Containers sales reps can modify fields on an Opportunity until it is closed. Only the Sales Operations team can modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields.
How can these requirements be met?
To meet the specified requirements, Universal Containers should use multiple record types, page layouts, and profiles. Record types can define different business processes for the Opportunity object, and different page layouts can be assigned to these record types. By transitioning to a different record type when an Opportunity is closed, they can ensure that only the Sales Operations team has access to modify specific fields, such as the Post-Close Follow-up Date and Post-Close Follow-up Comments fields, by tailoring the page layouts and field-level permissions according to the profiles assigned to those roles.
A Change record type when Opportunity is closed. Use record type to drive page layout changes to control field access.
D, field level security allows protect these fields of being edited by Sales reps
A You can set some fields a Read Only inside pagelayout and assign that page layout to Record type. When Opportunity marked as closed, change the record type. Remember you can create a record type with Pagelayout and profile combination.
I would say A. If select B, then what if the operation team starts to edit the "post close fields" before the opportunity is closed?
why would they do that? once the opp is closed it will be assigned to operation team, then thy can do
A and C is wrong: why would i use record types for the same sales profile that has the same fields? At first I thought D is right, but this means that the field would be read only for the sales rep as well as for the operations sales team, so it seems that B is the most appropriate. Although the question is stupidly written and there should be options for the operations team included in the answer options.
I would say A...Because Sales Reps still need to edit until the Opportunity is Closed. Only the Sales Operations team can modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields.
A for sure
B is correct
Why would you say B is correct?
B correct, "This question talks about a feature of Salesforce called Field Level Security. At the object level, we can give permission on what users can with salesforce record like user can read, create, edit, delete, view all & modify all. Page layouts and field-level security settings determine which fields a user sees. The most restrictive field access settings of the two always apply. For example, you can have a field that's required in a page layout but is read-only in the field-level security gettings. The fiold-level security overrides the page layout, so the field remains read-only." Use multiple record types, page layouts, and profiles" is definitely not the option. What is the need to create different record types here?
hmmmm what about the operation team starts to edit the "post close fields" before the opportunity is closed? Don't think page layout can be controlled by status of oppotunity
operation team starts to edit the "post close fields" before the opportunity - is not part of the scope of the problem.
The question is tricky. Only the Sales Operations team can modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields. Therefore, B is correct.
B: Only restricting at page layour levle is not enough. It has to change based on opp. stage value. Hence record types should also come in picture. C: Not an option D: This will restrict all fields all the time. A: Most probable out of 4. As pointed out by other users below , record types can be used to change the page layout once opp. stage is changed (by changing record type from apex/flow) and then new page layout would not have fields avl. for editing to sales users.
I know this is not an option, but wouldn't a validation rule be a better solution?
FLS is faster and simpler to manage than validation Rule. Just give Read Only for Reps and Read and Edit for Sales operations
clearly the community cannot answer this question correctly, no one can agree :/