ADM-201 · Question #339
Northern Trail Outfitters has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads. What approach should an administrator take to meet
The correct answer is B. Define a record type and assign it to the interns.. To identify leads entered by interns, the administrator should define a specific record type for these leads and assign it to the interns when they create new records.
Question
Northern Trail Outfitters has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads. What approach should an administrator take to meet this requirement?
Options
- AUpdate the active Lead Assignment Rules.
- BDefine a record type and assign it to the interns.
- CCreate a separate Lead Lightning App.
- DSet up Web-to-Lead for the interns' use.
How the community answered
(43 responses)- A7% (3)
- B79% (34)
- C2% (1)
- D12% (5)
Why each option
To identify leads entered by interns, the administrator should define a specific record type for these leads and assign it to the interns when they create new records.
Updating Lead Assignment Rules would control how leads are routed after creation, not how they are inherently identified as being entered by an intern.
Defining a record type specifically for leads entered by interns allows for clear identification and differentiation of these records from others. Record types can also control page layouts and picklist values, providing a tailored experience and clear demarcation.
Creating a separate Lead Lightning App might provide a custom navigation experience but does not inherently tag or identify leads created by specific users or roles.
Setting up Web-to-Lead is for capturing leads from a website, not for interns manually entering leads, nor does it provide a direct way to identify leads created by specific internal users.
Concept tested: Record Types for Data Identification
Source: https://help.salesforce.com/s/articleView?id=sf.record_types_overview.htm&type=5
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