Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches
Negotiation/Review; however, sales representatives should not have editing rights at that stage.
Which solution should the consultant advise?
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A. B. C. D.C
To address the requirement of granting sales directors access to edit opportunity fields at the Negotiation/Review stage while restricting editing rights for sales representatives at the same stage, the consultant should advise the following solution:
B. Change the field-level security for sales representatives to restrict field access based on the sales stage.
Explanation: Field-level security allows you to control the visibility and editability of fields for different user profiles. By modifying the field-level security settings, you can restrict or grant access to specific fields based on the user's profile and the stage of the sales process.
In this case, the consultant should recommend adjusting the field-level security settings for the sales representatives' profile. The goal is to restrict their editing rights for opportunity fields when the sales stage reaches Negotiation/Review.
Here's how you can implement this solution:
Identify the profile assigned to sales representatives: First, determine the profile that is assigned to the sales representatives who should not have editing rights at the Negotiation/Review stage.
Modify the field-level security settings: Access the field-level security settings for the opportunity object. Review the fields that need to be restricted for sales representatives at the Negotiation/Review stage.
Set field access based on sales stage: Adjust the field-level security settings for the identified profile to restrict editing rights for the relevant fields when the sales stage is at Negotiation/Review. This can be done by selecting the appropriate field-level security options, such as making the fields read-only or hidden for the profile.
By implementing this solution, sales representatives will no longer have editing rights for the specified opportunity fields once the sales stage reaches Negotiation/Review. However, sales directors, who likely have a different profile, will retain their access and be able to edit those fields as needed.
Option A is not the best solution as it suggests using a workflow rule, which is primarily used for automating processes and field updates, rather than controlling field-level security.
Option C suggests creating a validation rule, which is typically used to enforce data integrity and validation, rather than controlling field-level security.
Option D suggests modifying the profile for sales directors to enable the "Modify All" object permission for opportunities. While this would grant editing rights to sales directors, it does not address the requirement of restricting sales representatives' access at the specified sales stage.