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Question 120 - Certified Sales Cloud Consultant discussion

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The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads ... Salesforce. The admin has already set up a matching rule for Leads.

What should the consultant recommend to resolve the issue?

A.
Confirm the standard matching rule is inactivated.
Answers
A.
Confirm the standard matching rule is inactivated.
B.
Change the criteria for the standard Lead matching rule.
Answers
B.
Change the criteria for the standard Lead matching rule.
C.
Change the criteria for the standard Contact matching rule.
Answers
C.
Change the criteria for the standard Contact matching rule.
D.
Confirm the custom matching rule is activated.
Answers
D.
Confirm the custom matching rule is activated.
Suggested answer: D

Explanation:

Confirming that the custom matching rule is activated is the best way to resolve the issue of duplicate leads in Salesforce. A matching rule is a rule that defines how records are compared for duplicates based on fields and fuzzy logic. A custom matching rule is a matching rule that can be created and customized by users based on their needs and preferences. A custom matching rule must be activated before it can be used by duplicate rules or other features that prevent or allow duplicates. By confirming that the custom matching rule is activated, the admin can ensure that leads are matched according to their criteria and duplicates are detected and handled accordingly.

asked 23/09/2024
Rohit Kumar
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