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Question 134 - Certified Sales Cloud Consultant discussion

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The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers

A.
Create retailer and distributor lead processes.
Answers
A.
Create retailer and distributor lead processes.
B.
Create a new profile and only assign one lead record type to it.
Answers
B.
Create a new profile and only assign one lead record type to it.
C.
Add leads to different campaigns based on lead type.
Answers
C.
Add leads to different campaigns based on lead type.
D.
Create Status picklist values specific to each lead type.
Answers
D.
Create Status picklist values specific to each lead type.
E.
Create distributor and retailer lead record types.
Answers
E.
Create distributor and retailer lead record types.
Suggested answer: A, D, E

Explanation:

Creating retailer and distributor lead processes can help CK follow two different lead qualification processes before converting leads into opportunities, as it allows them to define different sets of picklist values for the Status field for each lead type. A lead process is a collection of stages that represent the steps that users take to qualify leads, such as Open, Contacted, Qualified, or Converted. Creating Status picklist values specific to each lead type can also help CK follow two different lead qualification processes, as it allows them to customize how they track and measure their progress with different types of leads. For example, they may have different criteria or actions for qualifying a retailer lead versus a distributor lead. Creating distributor and retailer lead record types can also help CK follow two different lead qualification processes, as it allows them to assign different page layouts, processes, and business logic for each lead type. A record type is a way to categorize records based on different business requirements or user profiles.

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asked 23/09/2024
Peter Lilley
49 questions
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