Your company categorizes its accounts as Premium, First Tier or Second Tier based on various
criteria. You created an Account Category pick list field with those values and added it to the
Account page layout for all users. The company allows account managers to assign the categories
based on their own assessments of their accounts. However, an account should never be designated
a Second Tier account if It has $1,000,000 or more In annual revenue Some account managers have
been incorrectly assigning the Second Tier category to accounts with annual revenues greater than
$1,000,000 and you are looking at ways to prevent this. What is the best way to accomplish this
using the functionality in CRM on Demand?
A.
Set up a dynamic page layout for Accounts using your custom Account Category field as the
driving pick list. Then set a default field value of less than 1,000,000 for the Annual Revenue field for
the Second Tier layout.
B.
Set a default field value of less than 1,000,000 for the Annual Revenue field to trigger if the
Account Category is Second Tier and select the Post Default check box.
C.
Create a field validation rule on the Account Category field that checks the Annual Revenue field
value, and if it is 1,000,000 or greater, then the Account Category field cannot be Second Tier.
D.
Create a workflow rule with a Before Modified Record is saved trigger for the Account Category
field. Use an Update Values action and write an expression that updates the category to Premium or
First Tier if the annual revenue is 1,000,000 or more.
Explanation: