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Question 246 - Certified Administrator discussion

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Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen.

How should the administrator configure Salesforce to meet this requirement?

A.
Create a page layout for each category and filter the Lead Source field based on category.
Answers
A.
Create a page layout for each category and filter the Lead Source field based on category.
B.
Create a dependency between the Product Category field and Lead Source field.
Answers
B.
Create a dependency between the Product Category field and Lead Source field.
C.
Create business processes and record types for each of the three product categories.
Answers
C.
Create business processes and record types for each of the three product categories.
D.
Create a single business process, then create record types for each product category.
Answers
D.
Create a single business process, then create record types for each product category.
Suggested answer: B

Explanation:

To display only the proper lead sources based on the product category chosen, an administrator should create a dependency between the Product Category field and Lead Source field on Lead object. A dependency is a relationship between two picklist fields that restricts the values available in one picklist based on the value selected in another picklist. For example, an administrator can create a dependency that shows only Online Store and Social Media as lead sources if Product Category is Shoes, but shows only Trade Show and Magazine as lead sources if Product Category is Apparel. Creating a page layout for each category, creating business processes and record types for each category, or creating a single business process with record types for each category will not display only the proper lead sources based on the product category chosen.

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

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asked 23/09/2024
Salah Dabwan
46 questions
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