CRT-101 · Question #175
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 C. Utilize a list view where lead status equals Qualified. Option C is correct because a list view filtered by the appropriate lead status (such as "Qualified" when that maps to the converted status in the org) gives marketing users a direct, organized view of converted leads they can then open and edit - this is the primary designed…
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
(34 responses)- A6% (2)
- B6% (2)
- C74% (25)
- D15% (5)
Explanation
Option C is correct because a list view filtered by the appropriate lead status (such as "Qualified" when that maps to the converted status in the org) gives marketing users a direct, organized view of converted leads they can then open and edit - this is the primary designed mechanism for working with converted leads post-permission assignment. Option A (global search) is actually also a valid second correct answer here: once the "View and Edit Converted Leads" permission is granted, converted leads surface in global search results, making this a legitimate access path. Option B is wrong because the Recent Records homepage component only displays records the user has already opened recently - it is not a search or discovery tool for finding converted leads they haven't visited. Option D is wrong because the Data Import Wizard is a data ingestion tool, not a record access or editing interface.
Memory tip: Think "Permission unlocks two active routes - Search and List Views." Anything passive (Recent Records only shows what you already touched) or tool-oriented (Import Wizard moves data in, not out for editing) won't help you find records you've never accessed.
Note: This question asks for two correct answers - the answer key likely intends A and C together.
Topics
Community Discussion
No community discussion yet for this question.