Salesforce Certified Advanced Administrator Practice Mode

Community Discussion

Written by other learners. Comments can disagree with the marked answer — check the official documentation when in doubt.

• Chose A2

  Approval process could send the notification and reassign owner, this would be a more efficient and streamlined approach than using a separate workflow rule.

• Chose B2

  I believe B is correct because while the approval process can send a notification out, the notification would go to the approver, who is not the partner channel manager. Thus workflow rules are needed to notify the external channel manager.

• 2

  A. Assignment rules and approval processes are the automation tools that are needed to meet minimally these requirements. Assignment rules can be used to assign leads to the correct sales team based on criteria such as region or other lead fields. The administrator can create an assignment rule that assigns leads from the APAC region to an external partner queue for review. An approval process can be used to get approval from the Sales Director before the lead is transferred to the external partner. The administrator can create an approval process that sends an email to the Sales Director when a lead is assigned to the external partner queue. The Sales Director can then approve or reject the lead transfer, and the lead will either be assigned to the partner or to a sales team based on the outcome. Therefore, using these two automation tools, the administrator can ensure that leads are assigned to the correct sales team and transferred to the external partner only after the Sales Director's approval.