Salesforce Certified Experience Cloud Consultant — Question 81

Ursa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its own Sales team. All lead records are shared with partners; however, some of the information captured by the Sales team on the lead record should not be shared with partners.
Which two steps should UMS take at a minimum in order to meet the requirement? (Choose two.)

Answer options

• A. Create a separate channel for partners in PRM Workspaces.
• B. Create Lead Record Types for Lead Distribution.
• C. Create Page Layouts for Lead Distribution.
• D. Enable “Lead Sharing” in Digital Experience settings.

Correct answer: B, C

Explanation

Creating Lead Record Types (Option B) allows UMS to categorize leads based on their source, while Page Layouts (Option C) lets them control which fields are visible to partners. Options A and D do not address the requirement of restricting specific information from partners, making them less relevant to the scenario.