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Question 231 - Certified Administrator discussion

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Marketing users at Cloud Kicks should be able to view and edit converted leads. The administrator has assigned them permission set with the View and edit Converted Leads permission.

Which two ways can the marketing users now access converted leads for editing?

Choose 2 answers

A.
Find them in the global search result.
Answers
A.
Find them in the global search result.
B.
Search the Recent Records component on the homepage.
Answers
B.
Search the Recent Records component on the homepage.
C.
Utilize a list view where lead status equals Qualified.
Answers
C.
Utilize a list view where lead status equals Qualified.
D.
Use the Data Import Wizard,
Answers
D.
Use the Data Import Wizard,
Suggested answer: A, C

Explanation:

Two ways that marketing users can now access converted leads for editing are:

Find them in the global search result, by entering the lead name or other keywords in the global search box and selecting Leads from the drop-down menu. Converted leads will appear in the search result with a check mark icon next to them.

Utilize a list view where lead status equals Qualified, by creating or modifying a list view on the Leads tab and adding a filter for Lead Status equals Qualified. Converted leads will have Qualified as their lead status and will be visible in the list view. Searching the Recent Records component on the homepage or using Data Import Wizard will not allow users to access converted leads for editing.

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

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asked 23/09/2024
saud ahmed
38 questions
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