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Question 142 - Certified Administrator discussion

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New leads need be routed to the correct Sales person based on the lead address.

A.
Configure validation rule
Answers
A.
Configure validation rule
B.
Use lead assignment rule
Answers
B.
Use lead assignment rule
C.
Create a formula field
Answers
C.
Create a formula field
D.
Assign with an escalation rule
Answers
D.
Assign with an escalation rule
Suggested answer: B

Explanation:

Lead assignment rule is a feature that can be used to route new leads to the correct sales person based on the lead address. Lead assignment rule can assign leads to users or queues based on certain criteria, such as lead source, industry, or location. Lead assignment rule can also send email notifications to the new lead owners or other recipients.

Reference: https://help.salesforce.com/s/articleView?id=sf.leads_assignment_rules.htm&type=5

asked 23/09/2024
Bogdan Karolic
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