Question: 1/50
A sales manager wants reps to follow a consistent sales process and have required fields vary by Opportunity Stage (e.g., require Close Date and Amount early, require Competitor and Loss Reason later). Which solution should a consultant recommend?
Create multiple Opportunity page layouts and assign them by role
Use Path with Guidance for Success and configure dependent picklists
Use Sales Processes with record types and Validation Rules by Stage
Use a single page layout and instruct users to fill fields based on training