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CRT-211 · Question #108

At Ursa Major Solar, several different planetary teams handle leads depending on which planet the lead is coming from. While most of the teams only need a few fields filled out to work the lead, the…

The correct answer is A. Assignment Rules B. Validation Rules. Assignment rules and validation rules are two features that can satisfy these requirements: Assignment rules are used to automatically assign leads or cases to users or queues based on certain criteria. In this case, an assignment rule can be used to assign leads to different…

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Question

At Ursa Major Solar, several different planetary teams handle leads depending on which planet the lead is coming from. While most of the teams only need a few fields filled out to work the lead, the Jupiter team requires additional information to be filled out, such as which moon the lead is coming from. The administrator needs to automate which team is allocated the lead record based on the planet and ensure that every team has all of the information they need. Which two features will satisfy these requirements? (Choose 2 answers)

Options

  • AAssignment Rules
  • BValidation Rules
  • CMatching Rules
  • DWorkflow Rules

How the community answered

(18 responses)
  • A
    78% (14)
  • C
    11% (2)
  • D
    11% (2)

Explanation

Assignment rules and validation rules are two features that can satisfy these requirements: Assignment rules are used to automatically assign leads or cases to users or queues based on certain criteria. In this case, an assignment rule can be used to assign leads to different planetary teams depending on which planet the lead is coming from. Validation rules are used to validate the data entered by users and prevent records from being saved if they do not meet certain criteria. In this case, a validation rule can be used to ensure that every team has all of the information they need by making certain fields required or dependent on

Topics

#assignment rules#validation rules#lead management#lead routing

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