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Salesforce

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…

Configuration and Setup

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)
  • A
    8% (2)
  • B
    83% (20)
  • C
    4% (1)
  • D
    4% (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.

Topics

#Record Types#Lead Management#User Assignment#Data Segmentation

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