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Question 175 - Certified Administrator discussion

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New Leads needs to be routed to the correct sales person based on the lead address.

How should the administrator configure this requirement?

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

Explanation:

To route new leads to the correct sales person based on the lead address, the administrator should use lead assignment rules that specify criteria based on lead fields such as City, State/Province, or Country, and assign leads that match those criteria to queues or users. Lead assignment rules can be triggered automatically when leads are created or manually by users. Creating a formula field, assigning with an escalation rule, or configuring a validation rule will not route leads to sales people.

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

asked 23/09/2024
Cesar Castillo
43 questions
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