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Question 186 - Certified Platform App Builder discussion

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After universal containers converted qualified leads. Sales reps need to be able to report on converted leads. How should an app builder support for this requirement?

A.
Enable preserve lead status in the lead conversion settings
Answers
A.
Enable preserve lead status in the lead conversion settings
B.
Assign the representative view and edit converted leads permission
Answers
B.
Assign the representative view and edit converted leads permission
C.
Ensure the representative has read access to the original lead records
Answers
C.
Ensure the representative has read access to the original lead records
D.
Create a custom report type with converted leads as the primary object
Answers
D.
Create a custom report type with converted leads as the primary object
Suggested answer: D

Explanation:

The solution that an app builder should use to meet this requirement is creating a custom report type with converted leads as the primary object. A custom report type is a template that defines the objects and fields that are available for a report. The app builder can create a custom report type that has converted leads as the primary object and includes fields from related objects, such as accounts, contacts, and opportunities. This way, sales reps can create reports on converted leads and see their related information. Option A is incorrect because enabling preserve lead status in the lead conversion settings does not affect the reporting on converted leads, but rather allows users to retain the original lead status after conversion. Option B is incorrect because assigning the representative view and edit converted leads permission does not affect the reporting on converted leads, but rather allows users to view and edit converted lead records. Option C is incorrect because ensuring the representative has read access to the original lead records does not affect the reporting on converted leads, but rather allows users to view the original lead records.

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asked 23/09/2024
Alvaro Campos
35 questions
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