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Question 205 - Certified Administrator discussion

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Northern Trail Outfitters has hired interns to enter Leads Into Salesforce and has requested a way to identify these new records from existing Leads.

What approach should an administrator take to meet this requirement?

A.
Create a separate Lead Lightning App.
Answers
A.
Create a separate Lead Lightning App.
B.
Define a record type and assign it to the interns.
Answers
B.
Define a record type and assign it to the interns.
C.
Set up Web-to-Lead for the interns' use.
Answers
C.
Set up Web-to-Lead for the interns' use.
D.
Update the active Lead Assignment Rules.
Answers
D.
Update the active Lead Assignment Rules.
Suggested answer: B

Explanation:

To identify new leads entered by interns from existing leads, the administrator should define a record type and assign it to the interns. This will allow them to select a different record type when creating leads, and distinguish them from other leads based on record type. Creating a separate Lead Lightning App or updating the active Lead Assignment Rules will not affect lead identification. Setting up Web-to-Lead form will not work if the interns are entering leads manually in Salesforce.

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

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asked 23/09/2024
Peter Takacs
28 questions
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