ADM-201 · Question #383
Marketing users at Cloud Kicks should be able to view and edit converted leads. The administrator has assigned them permission set with the View and edit Converted Leads permission. Which two ways…
The correct answer is A. Find them in the global search result. C. Utilize a list view where lead status equals Qualified. With the 'View and Edit Converted Leads' permission, marketing users can access converted leads for editing by finding them via global search or through a custom list view filtered by lead status.
Question
Marketing users at Cloud Kicks should be able to view and edit converted leads. The administrator has assigned them permission set with the View and edit Converted Leads permission. Which two ways can the marketing users now access converted leads for editing? Choose 2 answers
Options
- AFind them in the global search result.
- BSearch the Recent Records component on the homepage.
- CUtilize a list view where lead status equals Qualified.
- DUse the Data Import Wizard,
How the community answered
(15 responses)- A87% (13)
- B7% (1)
- D7% (1)
Why each option
With the 'View and Edit Converted Leads' permission, marketing users can access converted leads for editing by finding them via global search or through a custom list view filtered by lead status.
Global search in Salesforce allows users to find records across various objects, including converted leads, provided they have the necessary permissions.
The 'Recent Records' component on the homepage only shows records recently accessed by the user, and converted leads are not typically accessed this way unless directly navigated to.
A custom list view can be configured to display leads with a specific status, such as 'Qualified' (a common status for converted leads), enabling users to filter and access them.
The Data Import Wizard is used for bulk importing new records or updating existing ones, not for directly accessing and editing individual converted leads within the user interface.
Concept tested: Accessing converted leads
Source: https://help.salesforce.com/s/articleView?id=sf.admin_converted_leads.htm&type=5
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