How to Create a Business Process to Categorize U.S. Accounts into Six Regions
Question
A business process in which every U.S.
based account should fall Into one of six different regions needs to be created.
The account field should also be inherited by the Opportunity.
How could this be accomplished? Choose 2 answers.
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.BC.
To accomplish this business process, we could use two of the listed options: Validation Rule and Assignment Rule.
- Validation Rule: A validation rule can be used to ensure that the account falls into one of the six regions before it is saved. Here are the steps to create a validation rule:
Go to Setup > Object Manager > Account > Validation Rules
Click "New" to create a new validation rule
Give the rule a name and a description
In the "Error Condition Formula" section, enter the formula to check if the account falls into one of the six regions. For example, the formula could be:
NOT(ISPICKVAL(Region__c, "Northeast")) && NOT(ISPICKVAL(Region__c, "Southeast")) && NOT(ISPICKVAL(Region__c, "Midwest")) && NOT(ISPICKVAL(Region__c, "Southwest")) && NOT(ISPICKVAL(Region__c, "West")) && NOT(ISPICKVAL(Region__c, "Northwest"))
In the "Error Message" section, enter a message to display when the rule is violated
Save the rule
This validation rule will prevent any account that does not fall into one of the six regions from being saved.
- Assignment Rule: An assignment rule can be used to automatically assign the account to the correct region based on its location. Here are the steps to create an assignment rule:
Go to Setup > Object Manager > Account > Assignment Rules
Click "New" to create a new assignment rule
Give the rule a name and a description
In the "Rule Entries" section, click "New" to create a new rule entry
In the "Rule Entry" section, specify the criteria for the rule entry. For example, the criteria could be:
Billing State/Province equals "NY"
In the "Assigned To" section, specify the region to assign the account to. For example, if the criteria is "Billing State/Province equals 'NY'", the region could be "Northeast".
Repeat steps 4-6 for each rule entry and region.
Save the rule
This assignment rule will automatically assign the account to the correct region based on its location, ensuring that every U.S. based account falls into one of the six different regions.
Regarding the other options:
- Workflow field update can be used to update a field value when certain criteria are met, but it does not check if the account falls into one of the six regions.
- Formula field can be used to calculate a value based on other fields in the record, but it does not ensure that the account falls into one of the six regions.
