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AI-201 · Question #257
AI-201 Question #257: Real Exam Question with Answer & Explanation
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AI Features for Service (e.g., Einstein Bots, Next Best Action)
Question
An administrator at Universal Containers is setting up a new Sales Development Representative (SDR) Agent. The agent's purpose is to nurture cold leads before connecting them to the assigned sales rep. To ensure the agent has all the necessary access to the leads in the North America sales region, what should the administrator data?
Options
- AAssign the user in the highest-level role within the North America role hierarchy as the SDR Agent
- BGrant View All record permission of the Lead object to the `Einstein Agent User' profile,
- CCreate a criteria-based sharing rule to grant access to targeted lead records to SDR Agent User.
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Topics
#Data Sharing#Criteria-Based Sharing Rules#Lead Management#AI Agent Access