Salesforce Certified Advanced Administrator — Question 186
Leads come to Universal Containers from various sources and need to be assigned to the correct sales team. When a lead comes from the APAC region, it can be passed to an external partner if the Sales Director approves the transfer. The partner's channel manager must be notified when the partner has been assigned the lead.
Which combination of automation tools is needed to meet minimally these requirements?
Answer options
- A. Assignment rules and approval processes
- B. Assignment rules, approval processes, and workflow rules
- C. Assignment rules and workflow rules
- D. Assignment rules, auto-response rules, and workflow rules
Correct answer: B
Explanation
The correct answer is B because it includes assignment rules to allocate leads, approval processes for the Sales Director's consent, and workflow rules to notify the channel manager. Option A lacks workflow rules, which are necessary for notifications. Option C does not include the required approval processes, and Option D has auto-response rules that are not relevant to this scenario.