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Salesforce Exam CRT-403 Topic 1 Question 56 Discussion

Actual exam question for Salesforce's CRT-403 exam
Question #: 56
Topic #: 1
[All CRT-403 Questions]

Universal Container's sales reps can modify fields on an opportunity until it is closed.

The sales operations team has access to modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields after the opportunity is closed. After the

opportunity is closed, the rest of the fields are read only.

How should these requirements be met?

Show Suggested Answer Hide Answer
Suggested Answer: C

To manage field editability based on the opportunity status:

C . Use field-level security on page layouts with record types to restrict editing fields. This combination allows for different layouts and editable fields based on the status of the record (e.g., closed or open).

Steps to implement:

Create or adjust record types for open and closed opportunities.

For each record type, create a specific page layout.

On the page layout for closed opportunities, set the majority of fields to read-only using field-level security, except for the 'Post-Close Follow-up Date' and 'Post-Close Follow-up Comments' fields.

Assign the appropriate page layouts to the respective record types.

Update profiles or permission sets to use these record types and page layouts accordingly.

This setup ensures that sales reps can modify fields only when the opportunity is open, and the sales operations team can edit specific fields after closure.

For more information on using record types and page layouts, check Salesforce's documentation on Record Types.


Contribute your Thoughts:

Cortney
3 months ago
Haha, reminds me of the time I had to untangle a web of field-level security and record types. Option C all the way, folks!
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Daniela
2 months ago
Definitely, it's important to have a clear plan when setting up field-level security and record types.
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Sheridan
2 months ago
It can definitely get complicated, but option C should help keep things organized.
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Svetlana
2 months ago
Yeah, using field-level security on page layouts with record types is a good way to meet those requirements.
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German
2 months ago
I agree, option C seems like the best choice for this scenario.
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Elke
3 months ago
Wait, wait, wait. Hold up. Isn't option C just the perfect combo of everything we need? Salesforce really knows how to make our lives easier, don't they?
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Dudley
2 months ago
Let's go with option C then, it seems like the most efficient solution.
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Charlette
2 months ago
Definitely, Salesforce makes it easy for us to meet our requirements.
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Fausto
2 months ago
I agree, using field-level security on page layouts with record types covers all our requirements.
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Mira
2 months ago
Yes, option C seems like the best choice here.
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Vivienne
3 months ago
Alright, let's see... Oh, I know! Option C is the way to go. Can't go wrong with a little bit of everything, right?
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Samira
2 months ago
User 3: Agreed, it allows for restricting editing fields while still providing some flexibility.
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Ronald
2 months ago
User 2: Yeah, using field-level security on page layouts with record types sounds like a good solution.
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Kasandra
2 months ago
User 1: I think Option C is the best choice.
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Izetta
3 months ago
I agree with Sunshine. Using record types will help us meet the requirements effectively.
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Sunshine
4 months ago
I think we should use record types with field sets and restrict editing fields using field-level security.
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Celestina
4 months ago
Hmm, I'm leaning towards option C. Seems like the most comprehensive solution to me. Gotta love those Salesforce features, am I right?
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Royal
4 months ago
C'mon, this is a no-brainer! You need record types, field sets, and field-level security to get the job done. Gotta cover all your bases, ya know?
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Tish
3 months ago
D) Use field-level security to mark fields as read-only on the Sales profile.
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Rolande
3 months ago
C) Use field-level security on page layouts with record types to restrict editing fields.
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Jannette
3 months ago
B) Use field-level security on page layouts to restrict editing fields.
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Mitsue
3 months ago
A) Use record types with field sets and restrict editing fields using field-level security.
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