Salesforce Certified Nonprofit Cloud Consultant

Which data types can be used for the Source Field when setting up Levels?

1. Text and Currency

2. Picklist and Text

3. Picklist and Number

4. Currency and Picklist

The correct answer is: Picklist and Text

The correct answer reflects the types of data that can effectively be utilized for the Source Field when configuring Levels in Salesforce. Specifically, both Picklist and Text data types are designed to enable users to define and categorize distinct levels for records. Using a Picklist allows for a predefined set of options, ensuring consistency across entries, which is beneficial for reporting and analysis. Text fields, on the other hand, offer flexibility, enabling users to input custom values that may not fit neatly into a set list. This combination supports varied and robust data entry, which can enhance how levels are managed and utilized in the system. In contrast, the other options do not align with the functionality required for the Source Field in this context. For example, while Currency can be useful for financial data, it does not serve the purpose of categorizing levels as effectively as Picklist and Text. Number fields are also limited in their application when labeling levels, as they are more appropriate for quantitative data rather than descriptive categorization.