CRT-101 · Question #149
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…
The correct answer is B. Define a record type and assign it to the interns. Record Types allow administrators to categorize records within the same object, making it easy to distinguish intern-entered Leads from existing ones - B is correct because assigning a dedicated record type to interns tags their records visually and functionally (different page…
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
- ACreate a separate Lead Lightning App.
- BDefine a record type and assign it to the interns.
- CSet up Web-to-Lead for the interns' use.
- DUpdate the active Lead Assignment Rules.
How the community answered
(24 responses)- A8% (2)
- B83% (20)
- C4% (1)
- D4% (1)
Explanation
Record Types allow administrators to categorize records within the same object, making it easy to distinguish intern-entered Leads from existing ones - B is correct because assigning a dedicated record type to interns tags their records visually and functionally (different page layouts, picklist values, and report filters can isolate them).
- A is wrong because a separate Lightning App changes the navigation experience but doesn't mark or differentiate the Lead records themselves.
- C is wrong because Web-to-Lead is for capturing leads from a website form, not for internal data entry by interns.
- D is wrong because Lead Assignment Rules control routing (who owns a lead), not identification of where the lead came from or who entered it.
Memory tip: Think of Record Types as a "stamp" on a record - they answer "what kind of record is this?" When the business needs to identify or segment records, Record Types are almost always the answer.
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