The director of sales wants to make sure that every opportunity has either a sales...

Salesforce Advanced-Administrator Question Answer

The director of sales wants to make sure that every opportunity has either a sales engineer or an account executive assigned to the deal.

How should the administrator meet this requirement?

Write a validation rule that checks if the fields are blank and require that one of them of completed in order to save the opportunity.

Create a different record type for deals with Sales Engineers and deals with Account Executives to capture one or the other.

Require the Sales Engineer and the Account Executive lookup fields on the page layout.

Assign a task to the owner if an opportunity is created without one of these fields filled out.

Advanced-Administrator PDF/Engine

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