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Question 147 - Certified Advanced Administrator (CRT-211) discussion

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At Ursa Major Solar, several different planetary teams handle leads depending on which planet the lead is coming from. While most of the teams only need a few fields filled out to work the lead, the Jupiter team requires additional information to be filled out, such as which moon the lead is coming from. The administrator needs to automate which team is allocated the lead record based on the planet and ensure that every team has all of the information they need.

Which two features will satisfy these requirements?

Choose 2 answers

A.
Assignment Rules
Answers
A.
Assignment Rules
B.
Validation Rules
Answers
B.
Validation Rules
C.
Matching Rules
Answers
C.
Matching Rules
D.
Workflow Rules
Answers
D.
Workflow Rules
Suggested answer: A, B

Explanation:

Assignment rules and validation rules are two features that can satisfy these requirements:

Assignment rules are used to automatically assign leads or cases to users or queues based on certain criteria. In this case, an assignment rule can be used to assign leads to different planetary teams depending on which planet the lead is coming from.

Validation rules are used to validate the data entered by users and prevent records from being saved if they do not meet certain criteria. In this case, a validation rule can be used to ensure that every team has all of the information they need by making certain fields required or dependent on other fields.

The other two options are incorrect because:

Matching rules are used to identify duplicate records based on certain fields or fuzzy logic. They do not assign records or validate data.

Workflow rules are used to automate tasks or actions based on certain criteria. They do not assign records or validate data.

asked 23/09/2024
Ralitsa Yankova
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