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Salesforce Exam Platform-App-Builder Topic 2 Question 95 Discussion

Actual exam question for Salesforce's Salesforce Certified Platform App Builder exam
Question #: 95
Topic #: 2
[All Salesforce Certified Platform App Builder 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:

Laura
1 months ago
I think option A makes the most sense because it allows for more flexibility in managing field access.
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Diane
1 months ago
I'm not sure, maybe using field-level security on page layouts with record types could also work.
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Scot
1 months ago
I agree with Macy, that seems like the best way to meet the requirements.
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Macy
1 months ago
I think we should use record types with field sets and restrict editing fields using field-level security.
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Leslie
1 months ago
I'm just gonna go with D and hope the grader has a sense of humor. Who needs all that fancy-schmancy security stuff when you can just slap a 'read-only' label on it and call it a day?
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Alisha
3 days ago
D it is then, let's hope for the best!
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Chandra
4 days ago
Yeah, let's keep it simple with D.
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Candra
10 days ago
I agree, D seems like the easiest option.
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Kati
20 days ago
I think D is the way to go. Simple and effective.
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Chaya
2 months ago
Wait, did they just say 'Post-Close Follow-up Date'? Is this a trick question or what? I'm going with C, but I'm keeping an eye out for any hidden surprises.
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Reyes
25 days ago
I agree, C seems like the most logical choice based on the requirements.
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Nickie
28 days ago
Yeah, let's make sure we're not missing anything. C seems like the best option though.
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Delmy
1 months ago
I think it's C too. But let's double check just to be safe.
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Clorinda
2 months ago
Haha, I'm with Nan on this one. C is the way to go. Gotta love those record types and field-level security!
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Dong
1 months ago
Definitely, it's important to have that level of control over who can edit what fields.
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Krystal
2 months ago
I agree, C seems like the best option here. Record types and field-level security are a powerful combination.
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Tony
2 months ago
Hmm, I'm not so sure. Maybe B would work too, but C seems a bit more comprehensive. Let's see what the others think.
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Nan
2 months ago
C'mon, this is too easy! Obviously, the answer is C. Record types and field-level security are the way to go here.
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Paulina
22 days ago
By using field-level security on page layouts with record types, we can meet the requirements effectively.
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Goldie
1 months ago
C is definitely the correct answer in this scenario.
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Selma
2 months ago
It's important to restrict editing fields to ensure data integrity.
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Solange
2 months ago
I agree, using record types with field sets and field-level security is the best approach.
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