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CRT-101 · Question #119

New Leads needs to be routed to the correct sales person based on the lead address. How should the administrator configure this requirement?

The correct answer is B. Use lead assignment rules. Lead Assignment Rules are specifically designed to automatically route incoming leads to the correct user or queue based on criteria defined by the administrator. Geographic criteria such as State, Country, Postal Code, or City can be used as rule conditions, making this the…

Sales and Service Cloud Applications

Question

New Leads needs to be routed to the correct sales person based on the lead address. How should the administrator configure this requirement?

Options

  • ACreate formula field.
  • BUse lead assignment rules.
  • CAssign with an escalation rule.
  • DConfigure a validation rule

How the community answered

(23 responses)
  • A
    9% (2)
  • B
    87% (20)
  • C
    4% (1)

Explanation

Lead Assignment Rules are specifically designed to automatically route incoming leads to the correct user or queue based on criteria defined by the administrator. Geographic criteria such as State, Country, Postal Code, or City can be used as rule conditions, making this the ideal solution for routing by lead address. Option A (formula field) can compute or display values but cannot assign or route records. Option C (escalation rules) apply to Cases in Service Cloud, not Leads. Option D (validation rules) enforce data quality at save time but do not route or assign records.

Topics

#Lead Management#Lead Assignment Rules#Sales Cloud#Automation

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